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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate CampLegal with Confido Legal - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Fetch Active Intake Templates" from CampLegal.

Add your action

An action happens after the trigger—such as "Send Payment Request" in Confido Legal.

You’re connected!

Zapier seamlessly connects CampLegal and Confido Legal, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Fetch Active Intake Templates
Populates with a list of intake templates
Trigger
Polling
Try It
- Person UUID
  Required
Action
Write
- Person UUID
  Required
- Intake Name
Action
Write
- Customer Id
  Required
- Client Id
  Required
- Trust Amount
  Required
- Operating Amount
  Required
- Email Subject
  Required
- Email Message
- Email Addresses
  Required
Action
Write
- Client Name
  Required
- Customer Id
  Required
- firstName
  Required
- lastName
  Required
- Primary Contact Email
  Required
- Primary Contact Phone
Action
Search or write

- firstName
  Required
- middleName
- lastName
  Required
- gender
  Required
- email
- phone
- language
  Required
- potentialValue
- zapierContentHash
- notes
- probability
  Required
- country
- referralSource
  Required
Action
Write
- Person UUID
  Required
Action
Write
- Client ID
- Matter ID
Trigger
Polling
Try It
- Client Name
  Required
Action
Search

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect CampLegal and Confido Legal to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your CampLegal to Confido Legal integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About CampLegal

CampLegal is a practice management software for LawFirms.

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Related categories

Contact Management

About Confido Legal

Confido Legal is a credit/debit card and bank transfer acceptance platform specifically designed for law firms.