Donna AI and Salesflare
How to connect Donna AI
- Via Zapier — 5 operations available. Set it up ↗
About Donna AI
Donna AI is a matter management app for lawyers: matters, deadlines, hearings, tasks and documents in one place, with a read-only API for automations.
Donna AI operations on Zapier
Triggers (3)
Start a workflow when this happens
- Deadline or Hearing Coming Up — Triggers when an open deadline or hearing falls within the number of days you choose.
- New Document on a Matter — Triggers when a document is added to a matter you choose.
- New Matter — Triggers when a matter you can see is added in Donna.
Searches (2)
Look up existing records
- Find Matter — Finds a matter by words in its name, file reference or client.
- Search Donna — Finds matters, tasks, deadlines, hearings and documents by words in their titles.
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