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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.
- StatusRequired
- OrganizationRequired
Try ItTriggerPolling- OrganizationRequired
- Invoice IdRequired
- Paid OnRequired
- Deposit ToRequired
- AmountRequired
- Payment MethodRequired
- Comments
- Payment Reference
ActionWrite- Practice Area NameRequired
- PrefixRequired
ActionWrite- Account IdRequired
ActionSearch
- NameRequired
- Client TypeRequired
ActionWrite- Matter NameRequired
- Practice AreaRequired
- Arrival DateRequired
- Client
- Client Type
- Description
- Internal Ref Number
- PriorityRequired
- Filed On
- Due Date
- Closed On
- Estimated Duration
- Referred By
- Requested By
- Assigned TeamRequired
- Assignee
- Matter Case Stage
- Matter Container
- Case Value
ActionWrite- Case Type NameRequired
ActionSearch- Contact Name
- Client Type
ActionSearch
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