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
Zapier connects Confido with thousands of applications your firm already uses. Automate payment requests, disbursements, client updates, and accounting workflows without writing a single line of code.
Choose a Trigger
A trigger happens in Confido or another app your firm already uses.
Let Zapier Run It
Zapier automatically starts the workflow.
Link Created
Confido creates or sends a payment request, disbursement link, payment plan, or client record.
Client Securely Pays or Receives Funds
The client pays, stores a payment method, or receives funds through Confido.
Set up Systems
That payment or disbursement event can automatically update other systems like Google Sheets, QuickBooks, Xero, Trello, Calendly, Smith.ai, or Acuity.
Everything Stays Connected
Your firm connects Confido to the tools you already use without building a custom integration.
Key Workflows
Connect payment activity with scheduling, accounting, communications, and client management tools across your firm.
Connect Confido to Thousands of Apps
Use Zapier to connect Confido with intake tools, scheduling platforms, CRMs, accounting systems, spreadsheets, and client communication tools.
Trigger Payments from Client Activity
Automatically send a payment request when a consultation is booked in Calendly, Acuity, or Smith.ai, or when a card moves in Trello.
Automate Disbursement Workflows
When a disbursement is approved or updated in Confido, automatically send the client a disbursement link, notify staff, or log the update in another system.
Cut the Cost of Getting Paid
Automatically charge the credit card fee to the client while still offering free-to-them methods like bank transfers or debit cards.
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Keep Systems Updated
Log incoming payments, stored payment methods, disbursements, and transaction details in Google Sheets, QuickBooks, Xero, or other systems your firm uses.
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.
