Legalboards and Salesflare

Project Management legalboards.io ↗

How to connect Legalboards

Via Zapier — 12 operations available. Set it up ↗

What you can automate

When new Card in Legalboards, create task in Salesflare.
When new Card Member in Legalboards, create task in Salesflare.
When new Clio Task in Legalboards, create task in Salesflare.
When new Contact in Legalboards, find or create contact in Salesflare.
When new Task in Legalboards, create task in Salesflare.
When new Task in Salesflare, create Card in Legalboards.

About Legalboards

Legalboards streamline your workflow and Reduce the learning curve of new team members.

Legalboards operations on Zapier

Triggers (9)

Start a workflow when this happens

Move Card — Triggers when a card is moved.
New Board Team — Triggers when a board team is added.
New Card — Triggers when a new card is created.
New Card Member — Triggers when a card member is added.
New Clio Task — Triggers when a new clio task is created.

Show 4 more triggers

New Contact — Triggers when a new contact is created.
New Follow Up — Triggers when a new follow up is created.
New Matter — Triggers when a new matter is created.
New Task — Triggers when a new task is created.

Actions (3)

Things Salesflare can make it do

Create Card — Creates a New Card
Create Contact Card — Creates a Contact Card
Create Matter Card — Creates a Matter with a Card

Similar apps

Coordinate all the work your team does together.

Popular Zapier Make

Manage projects, track work time, invoice your clients, and measure profitability from the same…

Popular Zapier Make

Team collaboration tool.

Helps you move projects forward fast.

The productivity platform.

Very simple task list.

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free