Build Payments Into Your
Zapier Workflows
Connect Confido with the apps your firm already uses to automate payment requests, client records, transaction updates, and disbursement workflows.
How It Works
Confido and Zapier work together through triggers and actions, letting payment activity move between your firm’s connected applications without custom development.
Choose a Trigger
Start a workflow when an appointment is booked, a client is added, or a Confido transaction occurs.
Set the Action
Create a client, generate a payment link, send a request, or begin another connected task.
Let Zapier Run It
Once activated, the workflow completes the selected steps when trigger conditions are met.
Key Workflows
Connect payment activity with scheduling, accounting, communications, and client management tools across your firm.
Payment Requests
Automatically send a Confido payment request when a consultation or appointment is booked.
Client and Matter Setup
Create Confido client and matter records using information captured in another application.
Transaction Updates
Send payment or disbursement activity to tools such as Google Sheets, Slack, or Xero.
Recurring Collections
Create subscriptions or scheduled payment workflows using stored client payment methods.
Why Zapier + Confido?
Confido and Zapier help firms connect legal payments with the systems and processes that support their daily work.
No Custom Development
Build automated payment workflows with Zapier’s visual trigger-and-action tools.
More Connected Systems
Link Confido with thousands of scheduling, accounting, communication, and productivity applications.
Fewer Repetitive Tasks
Reduce routine data entry, payment follow-ups, and transaction updates across separate platforms.
Flexible Workflows
Use filters, schedules, logic, and formatting to control when each automation runs.
Explore the Partnership
Webinar Replay: Zapier 101 for Law Firms
Dan Lear
Watch the Gravity Legal team cover the nuts and bolts of getting started with Zapier and workflow automation for lawyers and law firms.
Announcing our Integration with Zapier
Dan Lear
Automate your payments processes and improve the client experience with Confido Legal's Zapier integration.
Episode 24: What is Zapier and what can you do with it?
Dan Lear
With Zapier law firms can extend the power of the web. In this episode, Financially Legal host Dan Lear gives some background on Zapier and shares how some clever law firms are using it to automate big portions of their practices.
Automating Legal Payments Workflows Using Zapier
Dan Lear
Here is Confido Legal's guide for law firms who want to save time (and, eve, money) by automating payments workflows with the no-code platform Zapier.
Confido Legal Database of Legal Zapier Integrations
Dan Lear
We're building a list of legal-specific Zapier integrations. Add your integration here.
