Confido Legal + Hyros
Process new Confido Legal transactions to create orders in Hyros
Streamline your order creation process with this automation between Confido Legal and Hyros. Every time a new transaction is processed in Confido Legal, an order is concurrently prepared in Hyros. This solution takes off the cumbersome task of manual data entry, allowing you to focus more on your crucial legal tasks. Enhance your efficiency and productivity with this simple, yet powerful, workflow.
Streamline your order creation process with this automation between Confido Legal and Hyros. Every time a new transaction is processed in Confido Legal, an order is concurrently prepared in Hyros. This solution takes off the cumbersome task of manual data entry, allowing you to focus more on your crucial legal tasks. Enhance your efficiency and productivity with this simple, yet powerful, workflow.
- When this happens...New Transaction Processed
Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
- automatically do this!Create Order
Creates an order with multiple lines on Hyros.
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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