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How do I set up the Confido Zapier integration?
Confido Legal's Zapier integration lets you automate workflows between Confido and other apps (practice management software, Slack, Google Sheets, email, etc.) using Zaps — no code required.
Authenticate with your firm's Confido API key, found in Settings > Developer and create an API key.
Triggers
A trigger starts a Zap when something happens in Confido.
| Trigger | Fires when... |
|---|---|
| Disbursement Approved/Updated | A disbursement is approved or its status changes. |
| New Transaction Processed | A payment or disbursement transaction is created for a Client/Matter. |
| New Stored Payment Method Created | A client adds a new stored payment method. |
Actions
An action lets a Zap create or look up data in Confido.
Clients
| Action | Description |
|---|---|
| Create Client | Creates a new client. |
| Get Client Info by Name | Looks up a client by name. |
| Get Client Info by ID | Looks up a client by ID. |
Matters
| Action | Description |
|---|---|
| Create Matter | Creates a new matter for a client. |
Disbursements
| Action | Description |
|---|---|
| Create Disbursement | Creates a new disbursement. |
| Get Disbursement by ID | Looks up a disbursement by ID. |
Payment Links
| Action | Description |
|---|---|
| Create Payment Link | Creates a payment link for a client/matter. |
| Get Payment Link by ID | Looks up a payment link by ID. |
| Update Payment Link | Updates an existing payment link. |
| Send Payment Request | Emails a payment link to one or more recipients. |
Subscriptions
| Action | Description |
|---|---|
| Create Subscription | Creates a recurring payment subscription for a client. |
| Get Subscriptions by Client ID | Lists all subscriptions for a client. |
| Get Subscription by ID | Looks up a subscription by ID. |
Stored Payment Methods & Payments
| Action | Description |
|---|---|
| Get Stored Payment Methods by Client Name | Lists a client's saved payment methods. |
| Get Stored Payment Method by ID | Looks up a stored payment method by ID. |
| Initiate Stored Payment Method Payment | Charges a client's saved payment method. |
Transactions & Invoicing
| Action | Description |
|---|---|
| Get Transaction Data by ID | Looks up a transaction's full details by ID. |
| Get Clio Invoice Numbers | Gets the Clio invoice numbers linked to a transaction. |
Getting Started
- Search for "Confido Legal" when creating a new Zap in Zapier.
- Connect your account using your Confido API key.
- Choose a trigger (e.g. New Transaction Processed) and an action in another app.
- Test and turn on your Zap.