Automate Payments with Confido Legal and Zapier
With Confido Legal and Zapier, law firms can trigger events in thousands of applications when a payment is made or send a payment request when an action happens in one of these external applications.
Here are just a few of the workflows you can create:
- Send a payment request when a new consultation is booked in Smith.ai
- Display all incoming payments through Confido Legal in Google sheets
- Send a payment request after an appointment is booked in Acuity Scheduling
- Send a payment request after an appointment is booked in Calendly
- Apply a payment in Confido Legal to a Xero invoice
- Send a payment request when a card moves in Trello
- Send out payment requests to clients on regular intervals using Zapier’s embedded scheduler
- And much more
Want to walkthrough creating a Zap with Confido Legal? Watch as we use Zapier to send a Confido Legal payment request after a new consult is booked in Acuity Scheduling.
