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Rocket Matter Integrations

CRM (Customer Relationship Management)

Put Rocket Matter to work with AI and enterprise-grade automation

Automate smarter with Rocket Matter and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email
Start free with email
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  • 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
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Or pick an app to pair with
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Integrate Google Sheets with Rocket MatterIntegrate Google Sheets with Rocket Matter
Google Sheets
Google, Spreadsheets
Integrate Google Calendar with Rocket MatterIntegrate Google Calendar with Rocket Matter
Google Calendar
Calendar, Google
Integrate Microsoft Outlook with Rocket MatterIntegrate Microsoft Outlook with Rocket Matter
Microsoft Outlook
Calendar, Email, Microsoft
Integrate LEX Reception with Rocket MatterIntegrate LEX Reception with Rocket Matter
LEX Reception
Customer Support
Integrate Google Forms with Rocket MatterIntegrate Google Forms with Rocket Matter
Google Forms
Forms & Surveys, Google
Integrate Dropbox with Rocket MatterIntegrate Dropbox with Rocket Matter
Dropbox
File Management & Storage
Integrate Evernote with Rocket MatterIntegrate Evernote with Rocket Matter
Evernote
Notes
Integrate CompanyCam with Rocket MatterIntegrate CompanyCam with Rocket Matter
CompanyCam
Images & Design
Integrate Hona with Rocket MatterIntegrate Hona with Rocket Matter
Hona
Communication
Integrate Google Sheets with Rocket MatterIntegrate Google Sheets with Rocket Matter
Google Sheets
Google, Spreadsheets
Integrate Google Calendar with Rocket MatterIntegrate Google Calendar with Rocket Matter
Google Calendar
Calendar, Google
Integrate Microsoft Outlook with Rocket MatterIntegrate Microsoft Outlook with Rocket Matter
Microsoft Outlook
Calendar, Email, Microsoft
Integrate LEX Reception with Rocket MatterIntegrate LEX Reception with Rocket Matter
LEX Reception
Customer Support
Integrate Google Forms with Rocket MatterIntegrate Google Forms with Rocket Matter
Google Forms
Forms & Surveys, Google
Integrate Dropbox with Rocket MatterIntegrate Dropbox with Rocket Matter
Dropbox
File Management & Storage
Integrate Google Sheets with Rocket MatterIntegrate Google Sheets with Rocket Matter
Google Sheets
Google, Spreadsheets
Integrate Google Calendar with Rocket MatterIntegrate Google Calendar with Rocket Matter
Google Calendar
Calendar, Google
Integrate Microsoft Outlook with Rocket MatterIntegrate Microsoft Outlook with Rocket Matter
Microsoft Outlook
Calendar, Email, Microsoft
Integrate LEX Reception with Rocket MatterIntegrate LEX Reception with Rocket Matter
LEX Reception
Customer Support
Integrate Google Forms with Rocket MatterIntegrate Google Forms with Rocket Matter
Google Forms
Forms & Surveys, Google
Integrate Dropbox with Rocket MatterIntegrate Dropbox with Rocket Matter
Dropbox
File Management & Storage
Integrate Evernote with Rocket MatterIntegrate Evernote with Rocket Matter
Evernote
Notes
Integrate CompanyCam with Rocket MatterIntegrate CompanyCam with Rocket Matter
CompanyCam
Images & Design
Integrate Hona with Rocket MatterIntegrate Hona with Rocket Matter
Hona
Communication

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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Launch your first automated workflow

  • Create new Rocket Matter matters for each new or updated record in Zapier Tables

    • Zapier Tables logo
    • Rocket Matter logo
    Zapier Tables + Rocket Matter
  • Create new Rocket Matter matters for each new or updated record in Zapier Tables

    • Zapier Tables logo
    • Rocket Matter logo
    Zapier Tables + Rocket Matter
    • 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.

      • Rocket Matter triggers, actions, and search
        New Contact

        Triggers when a new contact is created in the firm.

        Trigger
        Instant
        Try It
      • Rocket Matter triggers, actions, and search
        New Invoice

        Triggers when a new invoice is created in the firm.

        Trigger
        Instant
        Try It
      • Rocket Matter triggers, actions, and search
        New Matter

        Triggers when a new matter is created in the firm.

        Trigger
        Instant
        Try It
      • Rocket Matter triggers, actions, and search
        New Timecard

        Triggers when a new timecard is created in the firm.

        Trigger
        Instant
        Try It
      • Rocket Matter triggers, actions, and search
        New Event

        Triggers when a new event is created in the firm.

        Trigger
        Instant
        Try It
      • Rocket Matter triggers, actions, and search
        New Invoice Payment

        Triggers when a new invoice payment is received by the firm.

        Trigger
        Instant
        Try It
      • Rocket Matter triggers, actions, and search
        New Note

        Triggers when a new note is created in the firm.

        Trigger
        Instant
        Try It
      • Rocket Matter triggers, actions, and search
        New Task

        Triggers when a new task is created in the firm.

        Trigger
        Instant
        Try It

      For builders

      Let your AI safely access Rocket Matter

      Go beyond Zap workflows. Install Zapier in your AI to call Rocket Matter actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in Rocket Matter 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

      • Create Contact
      • Create Event

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Rocket Matter 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 Rocket Matter 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: "rocket-matter", owner: "me" });
      
      await zapier.runAction({
        app: 'rocket-matter',
        action: 'newContact',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      Rocket Matter Help & Support

      Common questions

      rocket-matter logo
      About Rocket Matter
      Rocket Matter is legal practice management solution with robust timekeeping, invoicing, matter management and firm analytics and reporting.
      Related categories

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