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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.
- 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