LEAP (Legal) Integrations
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Clio
CRM (Customer Relationship Management)
Zapier Chatbots
AI Chatbots
Google Forms
Forms & Surveys, Google
Clio
CRM (Customer Relationship Management)
Zapier Chatbots
AI Chatbots
Google Forms
Forms & Surveys, Google
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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.
- Card TypeRequired
ActionWrite- MatterRequired
- QuantityRequired
- BillingRequired
- Amount EachRequired
- DateRequired
ActionWrite- ClientRequired
- Matter No.
- Matter Description
ActionWrite- Short Name
- Short Name Exact Match
- Full Name
- Full Name Exact Match
- Address
- Email Address
- Email Address Exact Match
- Contact Number
- Contact Number Exact Match
- Card Type
ActionSearch
- MatterRequired
- TitleRequired
- CommentRequired
ActionWrite- MatterRequired
- DateRequired
- Memo
- BillingRequired
- Quantity
ActionWrite- MatterRequired
- DateRequired
- Memo
- BillingRequired
- Minute Billing UnitsRequired
- Do you want to use fee units or time elapsed to calculate the fee amount?Required
ActionWrite- Matter Number
- Matter Number Exact Match
- Client
- Client Exact Match
- Matter Type
- Matter Type Exact Match
- Instruction Date
- Not Proceeding Date
- Completion Date
- Status
- Status Exact Match
- Archive Number
- Include Archived Matters
- Is Current
ActionSearch
LEAP (Legal) Help & Support
Common questions
Related categories