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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Document" from HEU.

Add your action

An action happens after the trigger—such as "Create Client" in LEXZUR.

You’re connected!

Zapier seamlessly connects HEU and LEXZUR, automating your workflow.

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 Document
Triggers when a new document is added.
Trigger
Polling
Try It
- Source Template Id
  Required
- Document Name
  Required
- Email Subject
  Required
- Email text
  Required
- To Addresses
  Required
Action
Write
- Name
  Required
- Client Type
  Required
Action
Write
- Matter Name
  Required
- Practice Area
  Required
- Arrival Date
  Required
- Client
- Client Type
- Description
- Internal Ref Number
- Priority
  Required
- Filed On
- Due Date
- Closed On
- Estimated Duration
- Referred By
- Requested By
- Assigned Team
  Required
- Assignee
- Matter Case Stage
- Matter Container
- Case Value
Action
Write
- Case Type Name
  Required
Action
Search

- Contact Name
- Client Type
Action
Search
- Matter Container Name
Action
Search

- Provider Group Name
Action
Search
- Practice Area Name
  Required
- Prefix
  Required
Action
Search or write

New Template
Triggers when a new template is added.
Trigger
Polling
Try It
- Status
  Required
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Invoice Id
  Required
- Paid On
  Required
- Deposit To
  Required
- Amount
  Required
- Payment Method
  Required
- Comments
- Payment Reference
Action
Write
- Practice Area Name
  Required
- Prefix
  Required
Action
Write
- Account Id
  Required
Action
Search
- Invoice Number
- Organization Id
Action
Search
- Case Stage Name
Action
Search
- User Name
Action
Search
- Name
  Required
- Client Type
  Required
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect HEU and LEXZUR to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your HEU to LEXZUR integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About HEU

HEU is a contract lifecycle manager that streamlines and speeds up the contract management process designed for sales, hr, legal, procurement, operations and startups.

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About LEXZUR

LEXZUR is an all-in-one legal tech solution that enables you to elevate your operations.