Put Rally to work with AI and enterprise-grade automation
Automate smarter with Rally and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Clio
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Freshdesk
Customer Support
Basecamp
Project Management
Cardly
Marketing Automation
Google Calendar
Calendar, Google
Gmail
Email, Google
Microsoft Outlook
Calendar, Email, Microsoft
monday.com
Project Management
Clio
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Freshdesk
Customer Support
Basecamp
Project Management
Cardly
Marketing Automation
Google Calendar
Calendar, Google
Clio
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Freshdesk
Customer Support
Basecamp
Project Management
Cardly
Marketing Automation
Google Calendar
Calendar, Google
Gmail
Email, Google
Microsoft Outlook
Calendar, Email, Microsoft
monday.com
Project Management
Join millions worldwide who automate their work using Zapier
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.
- New Client User
Triggers when a new Client User is created.
Try ItTriggerPolling - New Matter
Triggers when a new Matter is created.
Try ItTriggerPolling - New Signature Requests Completed
Triggers when there are recently completed signature requests.
Try ItTriggerPolling
- Matter Initiated
Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.
Try ItTriggerPolling - New Organization
Triggers when a new Organization is created.
Try ItTriggerPolling - EmailRequired
- NameRequired
- FileRequired
- Categories
ActionWrite
For builders
Let your AI safely access Rally
Go beyond Zap workflows. Install Zapier in your AI to call Rally actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Rally from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Rally actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Rally connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "rally", owner: "me" });
await zapier.runAction({
app: 'rally',
action: 'matter',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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