Put Trustate to work with AI and enterprise-grade automation
Automate smarter with Trustate 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)
DecisionVault
Forms & Surveys
Lawmatics
CRM (Customer Relationship Management)
MyCase
Productivity
Google Sheets
Google, Spreadsheets
PracticePanther Legal Software
CRM (Customer Relationship Management)
Lawcus
CRM (Customer Relationship Management)
Jotform
Forms & Surveys
Zoho Forms
Forms & Surveys, Zoho
Clio
CRM (Customer Relationship Management)
DecisionVault
Forms & Surveys
Lawmatics
CRM (Customer Relationship Management)
MyCase
Productivity
Google Sheets
Google, Spreadsheets
PracticePanther Legal Software
CRM (Customer Relationship Management)
Clio
CRM (Customer Relationship Management)
DecisionVault
Forms & Surveys
Lawmatics
CRM (Customer Relationship Management)
MyCase
Productivity
Google Sheets
Google, Spreadsheets
PracticePanther Legal Software
CRM (Customer Relationship Management)
Lawcus
CRM (Customer Relationship Management)
Jotform
Forms & Surveys
Zoho Forms
Forms & Surveys, Zoho
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.
- Display First NameRequired
- Display Last NameRequired
- External ID
- Client First Name
- Client Last Name
- Client Email Address
- Client Phone Number
- Client Date Of Birth
- Client Address Street
- Client Address City
- Client Address State
- Client Address Zip Code
- Decedent First Name
- Decedent Last Name
- Decedent Date Of Birth
- Decedent Date Of Death
- Decedent Last Address Street
- Decedent Last Address City
- Decedent Last Address State
- Decedent Last Address Zip Code
- Trust Name
- Trust Date
- Is Grantor Trust?
- Is Revocable Trust?
- Ward First Name
- Ward Last Name
- Ward Date Of Birth
- Ward Address Street
- Ward Address City
- Ward Address State
- Ward Address Zip Code
ActionWrite
For builders
Let your AI safely access Trustate
Go beyond Zap workflows. Install Zapier in your AI to call Trustate 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 Trustate 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 Trustate 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 Trustate 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: "trustate", owner: "me" });
await zapier.runAction({
app: 'trustate',
action: 'action_import_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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