1.Detect new payment event
Integrate Confido Legal and billing tools to detect new settled payment events and map payment reference, payer, amount, method, and notes to the alert.
Send payment received notification to firm billing and intake
Automatically monitor new settled payment events across Confido Legal. Get instant billing notifications when settled payment recorded, accepted payment confirmed, or payer notes added—so you can email transaction references, share payment details, and route alerts to your billing distribution list without manual inbox checks.
How this automation notifies your firm billing fast
When a new settled payment event is recorded, delayed notice can slow intake and create avoidable follow-up. This automation watches payment events and filters to qualifying records, then sends an email with transaction, payer, and client notes—so your billing team can act quickly.
Confido Legalor swap with your favorite app
2.Filters to qualifying payments
Integrate Filter by Zapier and payment status checks to continue only for qualifying records, skipping refunds or failed attempts.
Filter by Zapieror swap with your favorite app
3.Sends billing email notification
Integrate Email by Zapier and email delivery tools to send an email with transaction reference, formatted amount, payer details, method, and client notes.
ZapierによるEメールor swap with your favorite app
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Accelerate billing cycles with automated time capture, invoice routing, and payment updates
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ステップ 1
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ステップ 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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