CabRank and Salesflare
How to connect CabRank
- Via Zapier — 2 operations available. Set it up ↗
About CabRank
CabRank is a legal referral platform where law firms claim new client matters, capture intake details and issue engagement documents.
CabRank operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Finalised Matter — Triggers when a matter is finalised in CabRank (client instruction sheet completed and documents issued).
Actions (1)
Things Salesflare can make it do
- Mark Matter as Synced — Records the ID your practice-management system assigned back on the CabRank matter, so CabRank shows it as synced.
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