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Confido Legal + ReviewNudger + Filter by Zapier

Confido Legal + ReviewNudger integrations

Create ReviewNudger review requests for eligible Confido Legal payments

Follow up with clients after incoming payments are authorized in Confido Legal. This Zap requires a Payment ID, no Disbursement ID, a client email, and a status of PENDING, FUNDS_IN_TRANSIT, or DEPOSITED before creating a ReviewNudger request. It skips failed, voided, returned, and refunded transactions and uses the transaction ID to prevent duplicates. The client email and name are mapped rather than the payer details. Verify with a real incoming-payment sample during setup; your ReviewNudger settings control delivery.

When this happens...
New Transaction ProcessedTriggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create Review RequestSends a review request to a customer after a completed payment, job, booking, or other transaction.
ActionWrite

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Discover other triggers and actions you can use with Confido Legal, Filter by Zapier, and more

Disbursement Approved/Updated
Triggers when a disbursement is approved or updated.
Trigger
Instant
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New Transaction Processed
Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
Trigger
Instant
Try It
- Client Name
  Required
- Return Mode
Action
Write
- Transaction ID
  Required
Action
Write
- Disbursement Id
  Required
Action
Write

- Bank Accounts Selection Mode
  Required
- Client ID
  Required
- External ID
- Matter ID
- Memo
- Payment Methods Allowed
- QuickBooks Enabled
- Send Receipts
- Surcharging Enabled
Action
Write
- Client ID
- External ID
- Paylink ID
  Required
- Matter ID
- Memo
- Operating Amount
- Payment Methods Allowed
- QuickBooks Enabled
- QuickBooks Invoice Reference
- QuickBooks Realm ID
- Send Receipts
- Trust Amount
Action
Write

- Stored Payment Method ID
  Required
Action
Write
- Client ID
  Required
Action
Write
- Subscription ID
  Required
Action
Write
- Transaction Id
  Required
Action
Write
New Private Feedback
Triggers when a customer submits private feedback from a review request.
Trigger
Polling
Try It
Review Request Sent
Triggers when a review request text or email is sent to a customer.
Trigger
Polling
Try It
- Event Time
  Required
- Receipt ID
  Required
- Customer Email
- Customer Phone
- Customer Name
- Customer First Name
- Customer Last Name
- Customer ID
- Metadata
Action
Write

New Stored Payment Method Created
Triggers when a new stored payment method is create.
Trigger
Instant
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- Client Name
  Required
- 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
Action
Write
- Client ID
  Required
Action
Write
- 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 ID
  Required
- Status
Action
Write
- Client ID
  Required
- External ID
- Name
  Required
- Secondary Client ID
Action
Write
- External ID
- Payment Link ID
Action
Write
- Payment Link ID
  Required
- Emails
  Required
- Emails cc
- Emails bcc
- Subject
  Required
- Message
  Required
Action
Write
- Email For Receipt
- Matter ID
- Operating Amount
- Send Receipt
- Stored Payment Method ID
- Surcharge Enabled
- Trust Amount
Action
Write
- Client ID
  Required
- Matter ID
- Operating Amount
- Subscription End Amount
- Subscription Never Ends
- Subscription End Date
- Subscription End Payments Number
- Schedule Frequency Biweekly
- Schedule Frequency Monthly
- Schedule Frequency Weekly
- Schedule Frequency Yearly
- Start Date
- Stored Payment Method ID
- Trust Amount
Action
Write
- Client ID
  Required
Action
Write
- Only continue if...
  Required
Action
Filter
New Review
Triggers when a new public review is synced.
Trigger
Polling
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- Appointment End Time
  Required
- Appointment ID
  Required
- Amount
- Currency
- Customer Email
- Customer Phone
- Customer Name
- Customer First Name
- Customer Last Name
- Receipt ID
- Metadata
Action
Write
- Event Time
  Required
- Payment ID
  Required
- Amount
- Currency
- Customer Email
- Customer Phone
- Customer Name
- Customer First Name
- Customer Last Name
- Receipt ID
- Metadata
Action
Write

About Confido Legal

Confido Legal is a credit/debit card and bank transfer acceptance platform specifically designed for law firms.

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Related categories

Payment Processing

About ReviewNudger

ReviewNudger is a US review-request software tool that automatically sends neutral Google review requests by SMS or email after customer payments.

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Related categories

Beta

Customer Support

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Related categories

Developer Tools

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