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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Workflow Completed" from Gavel.

Add your action

An action happens after the trigger—such as "Create Card" in Legalboards.

You’re connected!

Zapier seamlessly connects Gavel and Legalboards, automating your workflow.

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.

- Workflow Name
  Required
Trigger
Instant
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- Board
Trigger
Instant
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- Type
Trigger
Instant
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New Clio Task
Triggers when a new clio task is created.
Trigger
Instant
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- Parameter
Trigger
Instant
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- Type
- Assignee
- Reporter
Trigger
Instant
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- Type
  Required
- Board
  Required
Action
Write

- Workflow Name
  Required
- Do you want to skip the review page?
Action
Write
New Board Team
Triggers when a board team is added.
Trigger
Instant
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- User
Trigger
Instant
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- Type
Trigger
Instant
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- Client
- Area
- Status
Trigger
Instant
Try It
- Board
  Required
- Title
  Required
- Sub-Title
  Required
- Note
  Required
Action
Write
- Board
  Required
- Client
  Required
- Practice Area
  Required
- Number/Title
  Required
- Opening
- Limiting
- Description
- Status
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Gavel and Legalboards to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Gavel to Legalboards integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Gavel

Gavel is a no-code platform for document automation and building expert systems.

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Related categories

File Management & Storage

About Legalboards

Legalboards streamline your workflow and Reduce the learning curve of new team members.

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