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Or pick an app to pair with
Clio
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Zendesk
Customer Support
Smartsheet
Spreadsheets
Basecamp
Project Management
Cardly
Marketing Automation
Gmail
Email, Google
Microsoft Outlook
Calendar, Email, Microsoft
monday.com
Project Management
Clio
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Zendesk
Customer Support
Smartsheet
Spreadsheets
Basecamp
Project Management
Cardly
Marketing Automation
Clio
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Zendesk
Customer Support
Smartsheet
Spreadsheets
Basecamp
Project Management
Cardly
Marketing Automation
Gmail
Email, Google
Microsoft Outlook
Calendar, Email, Microsoft
monday.com
Project Management
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.
- New Client User
Triggers when a new Client User is created.
Try ItTriggerPolling - New Matter
Triggers when a new Matter is created.
Try ItTriggerPolling - New Signature Requests Completed
Triggers when there are recently completed signature requests.
Try ItTriggerPolling
- Matter Initiated
Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.
Try ItTriggerPolling - New Organization
Triggers when a new Organization is created.
Try ItTriggerPolling - EmailRequired
- NameRequired
- FileRequired
- Categories
ActionWrite
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier