Put Confido Legal to work with AI and enterprise-grade automation
Automate smarter with Confido Legal and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Filevine
Project Management
Front
Customer Support
ReviewNudger
Customer Support
RingCentral
Phone & SMS
YNAB
Accounting
Lawcus
CRM (Customer Relationship Management)
TrueReview
Marketing Automation
Fortnox
Accounting
Moon Invoice
Proposal & Invoice Management
Filevine
Project Management
Front
Customer Support
ReviewNudger
Customer Support
RingCentral
Phone & SMS
YNAB
Accounting
Lawcus
CRM (Customer Relationship Management)
Filevine
Project Management
Front
Customer Support
ReviewNudger
Customer Support
RingCentral
Phone & SMS
YNAB
Accounting
Lawcus
CRM (Customer Relationship Management)
TrueReview
Marketing Automation
Fortnox
Accounting
Moon Invoice
Proposal & Invoice 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.
- Disbursement Approved/Updated
Triggers when a disbursement is approved or updated.
Try ItTriggerInstant - New Transaction Processed
Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
Try ItTriggerInstant - Client NameRequired
- Return Mode
ActionWrite- Transaction IDRequired
ActionWrite
- New Stored Payment Method Created
Triggers when a new stored payment method is create.
Try ItTriggerInstant - Client NameRequired
- Client Address Line 1
- Client Address Line 2
- Client City
- Client State
- Client Zip
- Client Email
- Client Phone
- Client First Name
- Client Last Name
- Firm ID
- External ID
- QuickBooks Customer Reference
- QuickBooks Realm ID
- Surcharge Enabled
ActionWrite- Client IDRequired
ActionWrite- Amount in d.cc format (e.g. 1.50 for 1 dollar and 50 cents).Required
- Authorized Emails
- Authorized Phone Numbers
- Client ID
- Matter ID
- Funding Account IDRequired
- Status
ActionWrite
For builders
Let your AI safely access Confido Legal
Go beyond Zap workflows. Install Zapier in your AI to call Confido Legal actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Confido Legal from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Confido Legal actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Confido Legal connection @ https://zapier.com/ja/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "confido-legal", owner: "me" });
await zapier.runAction({
app: 'confido-legal',
action: 'clientCreate',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Confido Legal Help & Support
Common questions
Related categories