LEXZUR and Salesflare
How to connect LEXZUR
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When new Invoice in LEXZUR, create opportunity, then find or create contact in Salesflare.
About LEXZUR
LEXZUR is an all-in-one legal tech solution that enables you to elevate your operations.
LEXZUR operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Invoice — Triggers when a new invoice is created.
Actions (6)
Things Salesflare can make it do
- Create Client — Create Client if not exist.
- Create Invoice Payment — Creates an Invoice Payment
- Create Matter — Creates a new corporate matter.
- Create Practice Area — Creates a Practice Area in Lexzur.
- Find or Create Client — Find a Matter Contact/company in Lexzur.
Show 1 more actions
- Find or Create Practice Area — Find a Practice Area in Lexzur.
Searches (8)
Look up existing records
- Find Account — Finds an Account by Id.
- Find Assigned Team — Find an Assigned Team in Lexzur.
- Find Case Stage — Find a Case Stage in Lexzur.
- Find Invoice — Finds an invoice
- Find Matter Contacts/Companies — Find a Matter Contact/company in Lexzur.
Show 3 more searches
- Find Matter Container — Find a Matter Container in Lexzur.
- Find Practice Area — Find a Practice Area in Lexzur.
- Find User — Find a User in Lexzur.
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