Put Confido Legal to work with AI and enterprise-grade automation
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Or pick an app to pair with
QuickBooks Online
Accounting
Dubsado
CRM (Customer Relationship Management)
Acuity Scheduling
Scheduling & Booking
Xero
Accounting
Lawcus
CRM (Customer Relationship Management)
ClickUp
Project Management
Actionstep
CRM (Customer Relationship Management)
Google Docs
Documents, Google
Google Sheets
Google, Spreadsheets
QuickBooks Online
Accounting
Dubsado
CRM (Customer Relationship Management)
Acuity Scheduling
Scheduling & Booking
Xero
Accounting
Lawcus
CRM (Customer Relationship Management)
ClickUp
Project Management
QuickBooks Online
Accounting
Dubsado
CRM (Customer Relationship Management)
Acuity Scheduling
Scheduling & Booking
Xero
Accounting
Lawcus
CRM (Customer Relationship Management)
ClickUp
Project Management
Actionstep
CRM (Customer Relationship Management)
Google Docs
Documents, Google
Google Sheets
Google, Spreadsheets
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.
- Disbursement Approved/Updated
Triggers when a disbursement is approved or updated.
Try ItTriggerInstant - New Transaction Processed
Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
Try ItTriggerInstant - Client NameRequired
ActionWrite- Transaction IDRequired
ActionWrite
- New Stored Payment Method Created
Triggers when a new stored payment method is create.
Try ItTriggerInstant - Client 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
ActionWrite- Client IDRequired
ActionWrite- 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
ActionWrite
Confido Legal Help & Support
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