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Create integrations between ProfitWell and Rally to automate any workflow

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An event a Zap performs after it starts
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect ProfitWell and Rally to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • EmailRequired

    • Plan_idRequired

    • Plan_intervalRequired

    • ValueRequired

    • Effective_dateRequired

    • User_alias

    • Subscription_alias

    • Plan_currency

    • Status

    • Data_provider_user_id

    Action
    Write

    • Email AddressRequired

    Action
    Write
  • Rally triggers, actions, and search

    New Client User

    Triggers when a new Client User is created.

    Trigger
    Scheduled
    Try It
  • Rally triggers, actions, and search

    New Matter

    Triggers when a new Matter is created.

    Trigger
    Scheduled
    Try It

    • Subscription_idRequired

    • Effective_dateRequired

    Action
    Write

    • Plan_idRequired

    • Plan_intervalRequired

    • Effective_dateRequired

    • Subscription_aliasRequired

    • ValueRequired

    • Status

    Action
    Write
  • Rally triggers, actions, and search

    Matter Initiated

    Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.

    Trigger
    Scheduled
    Try It
  • Rally triggers, actions, and search

    New Organization

    Triggers when a new Organization is created.

    Trigger
    Scheduled
    Try It
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About ProfitWell

ProfitWell provides free subscription metrics to help you identify opportunities and then tools to help you reduce churn, optimize pricing, and grow your subscription business end-to-end.

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About Rally

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.
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