How to connect OffAlerts + Gravity Legal
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- New Monitor EventTriggers when a new monitor event triggers.Trigger
- New Payment ProcessedTriggers when a new payment is made for a given Client and Matter.Trigger
- Send Payment RequestSend a payment request for providing funds to the trust accountAction
- Find ClientThis will find an existing clientAction
- Find or Create ClientThis will find an existing clientAction
How OffAlerts + Gravity Legal Integrations Work
- Step 1: Authenticate OffAlerts and Gravity Legal.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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