Confido Legal - Zapier Integration

Automate Payments with Confido Legal and Zapier

With Confido Legal and Zapier, law firms can trigger actions in thousands of applications when certain events take place in Confido, or have an action happen in Confido when an event 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
• Send a disbursement link via email when a disbursement is approved in Confido
• Create an automated payment plan after a client pays a down payment
• Display all incoming payments and/or disbursements through Confido Legal in Google sheets
• Send a payment request after an appointment is booked in Acuity Scheduling
• Customize your QuickBooks invoice emails to look the way you want and to include a Confido payment link
• 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

Available Confido Triggers in Zapier

• New transaction processed
• New stored payment method created
• Disbursement approved or updated

Available Confido Actions in Zapier

• Create a client
• Create a disbursement
• Create a matter
• Create a payment link
• Create subscription/payment plan
• Get client info by ID
• Get client info by name
• Get Clio invoice number associated with a transaction
• Find disbursement by ID
• Find payment link by ID
• Find stored payment method by ID
• Find stored payment methods by client name
• Find subscription details using the subscription ID
• Find transaction by transaction ID
• Process stored payment method
• Send payment request
• Update payment link

See the latest updates to the the Confido/Zapier integration.

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.