Connect Equinox and Formatter by Zapier to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Equinox with Formatter by Zapier - no code necessary. See how you can get setup in minutes.

100%

Help

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 "New Invoice" from Equinox.

Add your action

An action happens after the trigger—such as "Date / Time" in Formatter by Zapier.

You’re connected!

Zapier seamlessly connects Equinox and Formatter by Zapier, 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.

New Invoice
Triggers when a new invoice is created
Trigger
Polling
Try It
New Task
Triggers when a new task is created
Trigger
Polling
Try It
Updated Task
Triggers when a task is updated
Trigger
Polling
Try It
- Matter Category
  Required
- Matter Subcategory
- Client
  Required
- Matter Title
  Required
- Matter Long Title
- Matter User
  Required
- Matter User 2
- Matter User 3
- Matter User 4
- Matter Country
- Billing Location
- Applicants
- Inventors
- Mattercode
Action
Write
- Matter ID or Mattercode
  Required
- Matter Category
- Matter Subcategory
- Client
- Matter Title
- Matter Long Title
- Matter User
- Matter User 2
- Matter User 3
- Matter User 4
- Matter Country
- Billing Location
- Applicants
- Inventors
- Mattercode
Action
Write

- Mattercode
Action
Search
- Report ID
  Required
- Show Report IDs
Action
Search

- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

New Matter
Triggers when a new matter is created
Trigger
Polling
Try It
Updated Matter
Triggers when a matter is updated
Trigger
Polling
Try It
- Document
  Required
- Title
  Required
- Addendum
- User
- Filename
  Required
- Notes
- Status
- Attention Of
- Matter Id
  Required
- Date
- Email
- Primary Classification
- Secondary Classification
- Published Status
- Filing Status
- Sender
- Recipient
- Locked
- Folder
- Setup by
Action
Write
- Matter ID
  Required
- Due Date
  Required
- Task Description
  Required
- Task User
- Task Importance
- Task Type
- Associated Template
Action
Write
- Task ID
  Required
- Task Due Date
- Task Description
- Task User
- Task Importance
- Task Type
- Task Notes
Action
Write
- Matter ID
  Required
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

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 Equinox and Formatter by Zapier 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.

Learn how to automate Formatter by Zapier on the Zapier blog

Make work flow with AI

Level up your Equinox to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Equinox

Equinox is an efficient IP portfolio management system that helps you manage trademarks, patents, registered designs & more.

HelpHelp

Related categories

Productivity

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn moreLearn moreHelpHelp