Rocket Matter Integrations

Name: Zapier
Availability: InStock

Put Rocket Matter to work with AI and enterprise-grade automation

Automate smarter with Rocket Matter and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Google Sheets

Google, Spreadsheets

Miro

Team Collaboration

Mattermost

Team Chat

LEX Reception

Customer Support

Google Forms

Forms & Surveys, Google

Phone & SMS, Team Chat

Dropbox

File Management & Storage

Microsoft SharePoint

Microsoft, Team Collaboration

Evernote

Notes

Google Sheets

Google, Spreadsheets

Miro

Team Collaboration

Mattermost

Team Chat

LEX Reception

Customer Support

Google Forms

Forms & Surveys, Google

Phone & SMS, Team Chat

Google Sheets

Google, Spreadsheets

Miro

Team Collaboration

Mattermost

Team Chat

LEX Reception

Customer Support

Google Forms

Forms & Surveys, Google

Phone & SMS, Team Chat

Dropbox

File Management & Storage

Microsoft SharePoint

Microsoft, Team Collaboration

Evernote

Notes

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new Rocket Matter matters for each new or updated record in Zapier Tables
Details
Try it
Zapier Tables + Rocket Matter

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

Details

Try it

Zapier Tables + Rocket Matter

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 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
- Subject
  Required
- Note
  Required
- Matter File #
- Note Date
- Billing Type
Action
Write

- Task name
  Required
- 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

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 Name
  Required
- 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 Name
  Required
- Client Name
  Required
- 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

Rocket Matter Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Rocket Matter

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Rocket Matter Integrations

Put Rocket Matter to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

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

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

Supported triggers and actions

Rocket Matter Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Rocket Matter Integrations

Popular Rocket Matter Integrations

Rocket Matter Integrations

Put Rocket Matter to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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

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

Rocket Matter Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Rocket Matter Integrations

Popular Rocket Matter Integrations

Connect Your App Accounts to Zapier