Legalboards Integrations

Name: Zapier
Availability: InStock

Put Legalboards to work with AI and enterprise-grade automation

Automate smarter with Legalboards and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

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

Or pick an app to pair with

Clio

CRM (Customer Relationship Management)

PracticePanther Legal Software

CRM (Customer Relationship Management)

MyCase

Productivity

canibuild

Sales & CRM

Lawmatics

Marketing Automation

Slack

Team Chat

byDesign Workspace

Project Management

Gmail

Email, Google

monday.com

Project Management

Clio

CRM (Customer Relationship Management)

PracticePanther Legal Software

CRM (Customer Relationship Management)

MyCase

Productivity

canibuild

Sales & CRM

Lawmatics

Marketing Automation

Slack

Team Chat

Clio

CRM (Customer Relationship Management)

PracticePanther Legal Software

CRM (Customer Relationship Management)

MyCase

Productivity

canibuild

Sales & CRM

Lawmatics

Marketing Automation

Slack

Team Chat

byDesign Workspace

Project Management

Gmail

Email, Google

monday.com

Project Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Quick add events in Google Calendar for new clio tasks in Legalboards
Details
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Legalboards + Google Calendar
Send direct messages in Slack for new follow-ups in Legalboards
Details
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Legalboards + Slack
Create signature requests in DocuSign from new moved cards in Legalboards
Details
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Legalboards + Docusign
Add new PracticePanther Legal Software matters to Legalboards
Details
Try it
PracticePanther Legal Software + Legalboards
Send chat messages in Microsoft Teams for new follow-ups in Legalboards
Details
Try it
Legalboards + Microsoft Teams
Send signature requests from templates in Dropbox Sign when new moved cards in Legalboards
Details
Try it
Legalboards + Dropbox Sign

Quick add events in Google Calendar for new clio tasks in Legalboards

Details

Try it

Legalboards + Google Calendar

Send direct messages in Slack for new follow-ups in Legalboards

Details

Try it

Legalboards + Slack

Create signature requests in DocuSign from new moved cards in Legalboards

Details

Try it

Legalboards + Docusign

Add new PracticePanther Legal Software matters to Legalboards

Details

Try it

PracticePanther Legal Software + Legalboards

Send chat messages in Microsoft Teams for new follow-ups in Legalboards

Details

Try it

Legalboards + Microsoft Teams

Send signature requests from templates in Dropbox Sign when new moved cards in Legalboards

Details

Try it

Legalboards + Dropbox Sign

Create QuickBooks Online invoices when moving Legalboards cards

Details

Try it

Legalboards + QuickBooks Online

Create tasks in PracticePanther Legal Software when new cards are moved in Legalboards

Details

Try it

Legalboards + PracticePanther Legal Software

Add new Legalboards contacts to Google Contacts

Details

Try it

Legalboards + Google Contacts

Create Legalboards cards from new Jotform submissions for easy case management

Details

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Jotform + Legalboards

Create Legalboards cards from new Microsoft Outlook emails

Details

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Microsoft Outlook + Legalboards

Create cards in Legalboards from new emails matching search in Gmail

Details

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Gmail + Legalboards

Create QuickBooks Online invoices when moving Legalboards cards
Premium
Details
Try it
Legalboards + QuickBooks Online
Create tasks in PracticePanther Legal Software when new cards are moved in Legalboards
Details
Try it
Legalboards + PracticePanther Legal Software
Add new Legalboards contacts to Google Contacts
Details
Try it
Legalboards + Google Contacts
Create Legalboards cards from new Jotform submissions for easy case management
Details
Try it
Jotform + Legalboards
Create Legalboards cards from new Microsoft Outlook emails
Details
Try it
Microsoft Outlook + Legalboards
Create cards in Legalboards from new emails matching search in Gmail
Details
Try it
Gmail + Legalboards

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.

- 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
Try It
- Parameter
Trigger
Instant
Try It
- Type
- Assignee
- Reporter
Trigger
Instant
Try It

- Type
  Required
- Board
  Required
Action
Write

New Board Team
Triggers when a board team is added.
Trigger
Instant
Try It
- User
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
- 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

Legalboards Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Legalboards

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

HelpHelp

Related categories

Project Management

Legalboards Integrations

Put Legalboards to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Quick add events in Google Calendar for new clio tasks in Legalboards

Send direct messages in Slack for new follow-ups in Legalboards

Create signature requests in DocuSign from new moved cards in Legalboards

Add new PracticePanther Legal Software matters to Legalboards

Send chat messages in Microsoft Teams for new follow-ups in Legalboards

Send signature requests from templates in Dropbox Sign when new moved cards in Legalboards

Quick add events in Google Calendar for new clio tasks in Legalboards

Send direct messages in Slack for new follow-ups in Legalboards

Create signature requests in DocuSign from new moved cards in Legalboards

Add new PracticePanther Legal Software matters to Legalboards

Send chat messages in Microsoft Teams for new follow-ups in Legalboards

Send signature requests from templates in Dropbox Sign when new moved cards in Legalboards

Create QuickBooks Online invoices when moving Legalboards cards

Create tasks in PracticePanther Legal Software when new cards are moved in Legalboards

Add new Legalboards contacts to Google Contacts

Create Legalboards cards from new Jotform submissions for easy case management

Create Legalboards cards from new Microsoft Outlook emails

Create cards in Legalboards from new emails matching search in Gmail

Create QuickBooks Online invoices when moving Legalboards cards

Create tasks in PracticePanther Legal Software when new cards are moved in Legalboards

Add new Legalboards contacts to Google Contacts

Create Legalboards cards from new Jotform submissions for easy case management

Create Legalboards cards from new Microsoft Outlook emails

Create cards in Legalboards from new emails matching search in Gmail

Supported triggers and actions

Legalboards Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Legalboards Integrations

Popular Legalboards Integrations

Legalboards Integrations

Put Legalboards to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quick add events in Google Calendar for new clio tasks in Legalboards

Send direct messages in Slack for new follow-ups in Legalboards

Create signature requests in DocuSign from new moved cards in Legalboards

Add new PracticePanther Legal Software matters to Legalboards

Send chat messages in Microsoft Teams for new follow-ups in Legalboards

Send signature requests from templates in Dropbox Sign when new moved cards in Legalboards

Quick add events in Google Calendar for new clio tasks in Legalboards

Send direct messages in Slack for new follow-ups in Legalboards

Create signature requests in DocuSign from new moved cards in Legalboards

Add new PracticePanther Legal Software matters to Legalboards

Send chat messages in Microsoft Teams for new follow-ups in Legalboards

Send signature requests from templates in Dropbox Sign when new moved cards in Legalboards

Create QuickBooks Online invoices when moving Legalboards cards

Create tasks in PracticePanther Legal Software when new cards are moved in Legalboards

Add new Legalboards contacts to Google Contacts

Create Legalboards cards from new Jotform submissions for easy case management

Create Legalboards cards from new Microsoft Outlook emails

Create cards in Legalboards from new emails matching search in Gmail

Create QuickBooks Online invoices when moving Legalboards cards

Create tasks in PracticePanther Legal Software when new cards are moved in Legalboards

Add new Legalboards contacts to Google Contacts

Create Legalboards cards from new Jotform submissions for easy case management

Create Legalboards cards from new Microsoft Outlook emails

Create cards in Legalboards from new emails matching search in Gmail

Legalboards Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Legalboards Integrations

Popular Legalboards Integrations

Connect Your App Accounts to Zapier