Confido Legal and Salesflare
How to connect Confido Legal
- Via Zapier — 21 operations available. Set it up ↗
What you can automate
- When new Stored Payment Method Created in Confido Legal, create opportunity, then find or create contact in Salesflare.
- When new Transaction Processed in Confido Legal, create opportunity, then find or create contact in Salesflare.
About Confido Legal
Confido Legal is a credit/debit card and bank transfer acceptance platform specifically designed for law firms.
Confido Legal operations on Zapier
Triggers (3)
Start a workflow when this happens
- Disbursement Approved/Updated — Triggers when a disbursement is approved or updated.
- New Stored Payment Method Created — Triggers when a new stored payment method is create.
- New Transaction Processed — Triggers when a new transaction (payment or disbursement) is made for a given Client and Matter.
Actions (18)
Things Salesflare can make it do
- Create Client — Creates a new Client in the system.
- Create Disbursement — Creates a new Disbursement in Confido Legal.
- Create Matter — Creates a matter.
- Create Payment Link — Creates a payment link.
- Create Subscription — Creates a subscription for a given Client.
Show 13 more actions
- Get Client Info by ID — Find an existing client information using the client ID.
- Get Client Info by Name — Find an existing client information using the client's name.
- Get Clio Invoice Numbers — Gets the Clio Invoice Numbers based on a Transaction ID.
- Get Disbursement by ID — Get disbursement by ID.
- Get Payment Link by ID — Get payment link by ID.
- Get Stored Payment Method by ID — Get stored payment method by ID.
- Get Stored Payment Methods by Client Name — Find all stored payment methods for a client.
- Get Subscription by ID — Get subscription by ID.
- Get Subscriptions by Client ID — Find all subscriptions for a client.
- Get Transaction Data by ID — Gets transaction data from a Transaction ID.
- Initiate Stored Payment Method Payment — Initiates a payment using a stored payment method.
- Send Payment Request — Send a payment request for the paylink ID entered.
- Update Payment Link — Updates a payment link.
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