Rocket Matter + Zapier Tables

Create new Rocket Matter matters for each new or updated record in Zapier Tables

Boost your productivity and streamline your legal operations with this workflow. Whenever new or updated records emerge in the Tables app, it instantly creates a corresponding Matter in Rocket Matter. Designed for legal experts, this automation reduces manual data moving and frees up time for client interactions.

When this happens...
New or Updated Record
Triggers when a record is added or updated on a table.
TriggerInstant
automatically do this!
Create Matter
Creates a new matter.
ActionWrite

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Supported triggers and actions

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- FieldRequired
- Summary FormulaRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Calculate FieldRequired
- Aggregate FunctionRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write

- Table IDRequired
- Name
- Description
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
New Contact
Triggers when a new contact is created in the firm.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in the firm.
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created in the firm.
Trigger
Instant
Try It
New Timecard
Triggers when a new timecard is created in the firm.
Trigger
Instant
Try It
New Soft Cost
Triggers when a new SoftCost is created in the firm.
Trigger
Instant
Try It
- Event name*Required
- Mark this event as Private???
- Matter File Number
- Billing Status
- Start Date Time*Required
- Ending Date Time*Required
- Location
- All day event
- Description
- Send Email to Attendees?
- Invited
- Client Portal Shared
Action
Write
- SubjectRequired
- NoteRequired
- Matter File #
- Note Date
- Billing Type
Action
Write
- Task nameRequired
- Private?
- Matter File #
- Primary Assignee
- Assignee
- Task Start Date
- Task Due Date
- Estimated Hours of Effort
- Actual Hours of Effort
- Choose the Priority
- Reminder in Days
- Task Description
- The billable status of this task
- Task Status
- Percentage Complete
- Send Email when Complete
Action
Write

- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table NameRequired
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search or write
New Event
Triggers when a new event is created in the firm.
Trigger
Instant
Try It
New Invoice Payment
Triggers when a new invoice payment is received by the firm.
Trigger
Instant
Try It
New Note
Triggers when a new note is created in the firm.
Trigger
Instant
Try It
New Task
Triggers when a new task is created in the firm.
Trigger
Instant
Try It
- Contact NameRequired
- Display name
- Contact Type
- Contact Email
- Home Phone Number
- Work Phone Number
- Cell Phone Number
- Fax Phone Number
- Notes
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip
- Country
Action
Write
- Matter NameRequired
- Client NameRequired
- Date Opened
- Matter File Number
- Matter Owner Name
- Matter Billing Method
- Area of Law
Action
Write
- Matter File #Required
- Timekeeper Name
- Timekeeper Initials
- Expense Date
- Expense Code
- Expense Name
- Expense Description
- Item Quantity
- Unit Price
- The billable status of this expense
- Billing Hold
- Internal Notes
- Taxable
Action
Write
- Matter File #Required
- Timekeeper Name
- Timekeeper Initials
- Date
- Activity Code
- Task Code
- Task Name
- Task Description
- The billable status of this timecard
- Time Spent
- Time Billed
- Rate/price
- Rate Level
- Rate Type
Action
Write

About Rocket Matter

Rocket Matter is legal practice management solution with robust timekeeping, invoicing, matter management and firm analytics and reporting.

Related categories

CRM (Customer Relationship Management)

About Zapier Tables

Zapier Tables is a no-code database built for automation.

Learn more

Rocket Matter + Zapier Tables

Create new Rocket Matter matters for each new or updated record in Zapier Tables

Trigger Zap Button Clicked

New or Updated Record

Summary Formula Updated

Calculate Summary Formula

Create Record

Duplicate Table

Update Record

Find Records

Get Summary Formula Values

New Contact

New Invoice

New Matter

New Timecard

New Soft Cost

Create Event

Create Note

Create Task

New or Updated or Deleted Record

New Record

Updated Record

Continue Zap Button Clicked

Delete Record

Increment or Decrement Value

Change Button State

Find Table

Find or Create record

New Event

New Invoice Payment

New Note

New Task

Create Contact

Create Matter

Create Soft Cost

Create Timecard

About Rocket Matter

Related categories

About Zapier Tables

Related categories