Legl and Salesflare
How to connect Legl
- Via Zapier — 3 operations available. Set it up ↗
About Legl
Legl is a client lifecycle management platform for law firms that helps firms manage client intake, compliance and risk processes.
Legl operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Engage Request — Triggers when an Engage request is created or updated (Created, Sent, Ready for Review or Reviewed).
Actions (1)
Things Salesflare can make it do
- Find or Create Engage Requests — Retrieves Engage Requests
Searches (1)
Look up existing records
- Get Engage Requests — Retrieves Engage Requests
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