Confido Legal + Google Sheets
Create spreadsheet rows in Google Sheets for new payments processed in Confido Legal
Streamline your documentation process with this powerful workflow. When a new payment is processed in Confido Legal, it instantly creates a row in Google Sheets. This allows you to effortlessly keep track of all your transactions in one place, enhancing your organization and saving valuable time. It’s the perfect solution for simplifying your financial management without the hassle.
Streamline your documentation process with this powerful workflow. When a new payment is processed in Confido Legal, it instantly creates a row in Google Sheets. This allows you to effortlessly keep track of all your transactions in one place, enhancing your organization and saving valuable time. It’s the perfect solution for simplifying your financial management without the hassle.
- When this happens...
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Disbursement Approved/Updated
Triggers when a disbursement is approved or updated.
Try ItNew Transaction Processed
Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
Try ItClient NameRequired
Transaction IDRequired
New Stored Payment Method Created
Triggers when a new stored payment method is create.
Try ItClient NameRequired
Client Address Line 1
Client Address Line 2
Client City
Client State
Client Zip
Client Email
Client Phone
Client First Name
Client Last Name
Firm ID
External ID
QuickBooks Customer Reference
QuickBooks Realm ID
Surcharge Enabled
Client IDRequired
Amount in d.cc format (e.g. 1.50 for 1 dollar and 50 cents).Required
Authorized Emails
Authorized Phone Numbers
Client ID
Funding Account IDRequired
Status
