Rocket Matter and Salesflare
How to connect Rocket Matter
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When new Contact in Rocket Matter, find or create contact in Salesflare.
- When new Invoice in Rocket Matter, create opportunity, then find or create contact in Salesflare.
- When new Invoice Payment in Rocket Matter, create opportunity, then find or create contact in Salesflare.
- When new Note in Rocket Matter, create internal note in Salesflare.
- When new Task in Rocket Matter, create task in Salesflare.
- When new Task in Salesflare, create Task in Rocket Matter.
About Rocket Matter
Rocket Matter is legal practice management solution with robust timekeeping, invoicing, matter management and firm analytics and reporting.
Rocket Matter operations on Zapier
Triggers (9)
Start a workflow when this happens
- New Contact — Triggers when a new contact is created in the firm.
- New Event — Triggers when a new event is created in the firm.
- New Invoice — Triggers when a new invoice is created in the firm.
- New Invoice Payment — Triggers when a new invoice payment is received by the firm.
- New Matter — Triggers when a new matter is created in the firm.
Show 4 more triggers
- New Note — Triggers when a new note is created in the firm.
- New Soft Cost — Triggers when a new SoftCost is created in the firm.
- New Task — Triggers when a new task is created in the firm.
- New Timecard — Triggers when a new timecard is created in the firm.
Actions (7)
Things Salesflare can make it do
- Create Contact — Creates a new contact.
- Create Event — Creates a new Event.
- Create Matter — Creates a new matter.
- Create Note — Creates a new note.
- Create Soft Cost — Creates a new soft cost.
Show 2 more actions
- Create Task — Creates a new task.
- Create Timecard — Creates a new timecard.
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