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Legalboards Zapier integrationAutomate Legalboards with Zapier.

The Legalboards Zapier integration gives you 9 triggers, 3 actions and 0 searches. Zaps can react to cards, matters, tasks, contacts and follow-ups, and can create cards in your boards. Every trigger is instant, and the free plan is enough to start.

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Overview

What the Legalboards Zapier integration is good for

Legalboards organises work on boards made of cards, and also keeps matters, contacts, tasks and follow-ups. Zapier links apps: an event in one starts work in another. With Legalboards, nine events can start a Zap, and three actions let other apps create cards for you.

Three results come up again and again. A matter register: with New Matter, each new matter adds a line to a spreadsheet, so the list is always complete without anyone keeping it. A team that knows what moved: with Move Card, a card changing column becomes a message in team chat, and nobody has to refresh the board to follow progress. Cards created from elsewhere: with Create Contact Card or Create Card, a request coming from a form or another tool ends up on the right board on its own.

Tasks get the same treatment. New Task, New Clio Task and New Follow Up can each push a line into a to-do tool.

Now what Zapier does not do here. There is no search, so a Zap cannot find an existing card, matter or contact before acting. There is no action to move, update or delete a card: the three actions only create. And nothing that existed before you published the Zap is sent over. If you are still comparing tools, the n8n vs Zapier comparison and the Zapier training are the next pages to open.

Vocabulary

The Zapier words behind a Legalboards Zap

Seven terms are all you need for the rest of the page. Each is explained here once, then used without a reminder.

Zap
The automation you build in Zapier: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event that starts the Zap. Once the Zap is on, Zapier waits for it. Legalboards offers nine, from cards to matters.
Action
What the Zap does once it starts: the step that writes, sends or moves something for you, like creating a card.
Task
The unit Zapier bills: one action your Zap completes successfully. Not to be confused with a task inside Legalboards.
Instant vs polling
An instant trigger is pushed by the app the moment it happens. A polling trigger is checked by Zapier on a timer.
Filter
A step that lets the Zap go on only when what arrived meets a condition you set, and stops it otherwise.
Multi-step Zap
Any Zap beyond one trigger and one action. A filter or a second action makes it one, and it then needs a paid plan.
Cost

What Legalboards Zaps cost

Legalboards is not a premium app, so it works on the free plan. All nine triggers are instant, so the check intervals that slow down polling apps never apply to them.

  • TriggersFree, never counted
  • Each successful action1 task
  • Free plan100 tasks a month, two-step Zaps
  • Legalboards triggersInstant on every plan

A trigger never costs a task: a card moving or a matter being created is free when it reaches Zapier. You pay for the actions that follow, one task each time an action succeeds, and nothing when it fails. A matter logged in a spreadsheet is one task. The free plan gives you 100 tasks a month and Zaps of two steps only. Add a filter, for example to react to one board only, or a second action, and the Zap becomes multi-step and needs a paid plan. The interval grid below does not apply to Legalboards, since all its triggers are instant.

Connect

Connect Legalboards to Zapier in three steps

  1. 01

    Open Apps

    In your Zapier account, go to Apps and click + Add connection. A connection is your Legalboards account linked to Zapier once, then reused by every Zap that needs it.

  2. 02

    Choose Legalboards

    Search for Legalboards in the dialog, select it and click Add connection. A new tab opens on the Legalboards side, where you sign in with your usual login.

  3. 03

    Sign in and grant access

    Log in to Legalboards and let Zapier reach the account. You need your own account, plus access to the boards, cards and matters you do not own but want the Zap to read or add to.

First Zap

Your first Zap: a running register of new matters

GoalEach time a matter is created in Legalboards, add a line to a spreadsheet so the team has one up-to-date register of matters.

  1. 01

    Pick the trigger

    Create a Zap, choose Legalboards as the app that starts it and New Matter as the event, then select your Legalboards connection.

  2. 02

    Test on a real matter

    Run the trigger test. Zapier brings back the three most recent matters from the account, so you build the next step on one that actually exists.

  3. 03

    Add the spreadsheet step

    Add the action in your spreadsheet app and map the matter details into the columns you want. Two steps in total keeps the Zap on the free plan.

  4. 04

    Check the row

    Test the action and open the sheet: the new row should be there. If a column stays empty, fix the mapping and test again before going on.

  5. 05

    Publish

    Click Publish to switch the Zap on. From then on, each new matter gets its line the moment Legalboards records it, with nobody typing it.

Triggers

The nine Legalboards triggers

9 events start a Zap when something happens in Legalboards, and 9 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Move Card

Instant trigger

In Zapier“Triggers when a card is moved.”

Fires when a card is moved on a board, and passes that card to the next steps. A move usually means work has changed stage, which is exactly what other people want to hear about.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when a card reaching a new column should notify the team or update a status elsewhere.
Watch out
it reacts to every move, so keeping only one column takes a filter and a paid plan.
2

New Board Team

Instant trigger

In Zapier“Triggers when a board team is added.”

Starts a Zap when a team is added to a board in Legalboards. It is the moment a group of people gets access to a new piece of work, a good time to let them know.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when the people of a team added to a board should be told in team chat or by email.
Watch out
teams added before the Zap was published are never sent, so earlier boards need handling by hand.
3

New Card

Instant trigger

In Zapier“Triggers when a new card is created.”

Runs your Zap as soon as a card is created on a board. Since cards are the basic unit of Legalboards, this is the broadest trigger of the nine and the easiest one to start with.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when each new piece of work should show up in team chat or a shared list.
Watch out
a Zap that also uses Create Card writes where this trigger watches, and can set itself off in a loop.
4

New Card Member

Instant trigger

In Zapier“Triggers when a card member is added.”

Kicks off a Zap when someone is added as a member of a card. In practice it tells you who has just been put on a piece of work, so they can be told without delay.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when the person added to a card should get a direct message or an email with the card details.
Watch out
members added before the Zap was published are never sent, so tell them another way.
5

New Clio Task

Instant trigger

In Zapier“Triggers when a new clio task is created.”

Each new Clio task created in Legalboards sets this trigger off, which passes it to the steps that follow. It keeps that specific kind of task visible outside the board where it was born.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when these tasks need a line in the to-do tool your team already uses.
Watch out
this trigger is separate from New Task, so a Zap on one will not catch what the other sees.
6

New Contact

Instant trigger

In Zapier“Triggers when a new contact is created.”

Starts your Zap whenever a contact is created in Legalboards. It is the way to keep your other contact lists in step with the one in your boards, without exporting anything.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when each new contact should also appear in your CRM, your mailing tool or a shared address list.
Watch out
contacts created before the Zap went live stay where they are, so import them separately if you need them.
7

New Follow Up

Instant trigger

In Zapier“Triggers when a new follow up is created.”

Runs when a follow-up is created in Legalboards. A follow-up is a promise to come back to something, and this trigger makes sure that promise also exists outside the board.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when every follow-up should become a reminder in someone's to-do list.
Watch out
follow-ups created before the Zap was published never come through, so copy those by hand.
8

New Matter

Instant trigger

In Zapier“Triggers when a new matter is created.”

Fires each time a new matter is created, and hands it to the following steps. Pick it for anything that tracks your matters rather than single cards.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when each new matter should open a line in a register or a message to the team.
Watch out
using Create Matter Card in the same Zap writes where this trigger watches, and can loop.
9

New Task

Instant trigger

In Zapier“Triggers when a new task is created.”

Every new task created in Legalboards can start a Zap here. It is the general task trigger, the one to use when you simply want every new to-do to travel somewhere else.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when your team plans its day in another tool and Legalboards tasks should appear there too.
Watch out
Clio tasks have their own trigger above, so check which one matches the tasks you actually create.
Actions

The three Legalboards actions

Legalboards gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Card

Action

In Zapier“Creates a New Card”

Adds a new card to the board you choose, filled from data an earlier step brought in.

When to use it
when a request arriving by form or email should become a card without anyone typing it.
Watch out
Board, Title, Sub-Title and Note are all required, so map something into each one or the action stops.
2

Create Contact Card

Action

In Zapier“Creates a Contact Card”

Creates a contact card on a board, so a person coming from another tool gets a place in Legalboards.

When to use it
when a new contact in your CRM or a form entry should also exist on your boards.
Watch out
Type and Board are required; pick values that exist in your account before you test.
3

Create Matter Card

Action

In Zapier“Creates a Matter with a Card”

Opens a matter and its card in one go, on the board you select.

When to use it
when a signed request or an intake form should start a matter straight away in Legalboards.
Watch out
five fields are required: Board, Client, Practice Area, Number/Title and Status. Any empty one stops the action.
When it breaks

When a Legalboards Zap breaks

Zapier links no help article and no rate limit specific to Legalboards. Most problems come from the required fields of its actions or from the way Zapier works.

Six cases cover the surprises you are most likely to meet. If a Zap still misbehaves after that, the Zapier troubleshooting guide is the next page to open.

  • Old cards and matters never arrive

    A Zap only reacts to what happens after it is switched on. Cards, matters and tasks created before stay in Legalboards, and moving them is a separate job.

  • A card Zap that loops

    A Zap on New Card that also runs Create Card writes where its own trigger watches. It sets itself off again and again and burns through tasks.

  • Create Card stops on empty fields

    Board, Title, Sub-Title and Note are all required. If the earlier step leaves one blank, for example an empty note, the action does not run.

  • Create Matter Card needs five values

    Board, Client, Practice Area, Number/Title and Status must all be filled. A form with optional fields will make this action fail from time to time.

  • A bulk import held back

    When a huge batch of cards or contacts arrives at once, after an import or a migration, Zapier's flood protection can hold it back.

  • The free plan stops at two steps

    Filtering moves by column, or adding a second action, makes the Zap multi-step. On the free plan, Zapier will not publish it as is.
Need help

Need help automating Legalboards with Zapier?

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FAQ

Legalboards Zapier integration: frequent questions

01Is the Legalboards Zapier integration free?
Yes. Legalboards is not a premium app, so its triggers and actions run on Zapier's free plan. That plan covers 100 tasks a month and Zaps of two steps, one trigger and one action. A Zap that logs each new matter in a spreadsheet fits inside it. As soon as you add a filter, for example to keep only one board, or a second action, the Zap becomes multi-step and needs a paid plan. Prices change often, so check Zapier's pricing page before you plan a budget.
02How many tasks do Legalboards Zaps use?
One task per action that succeeds, and none for the trigger. A card moving, a matter being created or a contact being added costs nothing when it reaches Zapier. If the Zap then sends one message, that is one task. If it sends a message and adds a row, that is two per event. Creating a card in Legalboards also counts as one task. An action that fails is not counted. Keep in mind that Move Card can fire often on a busy board.
03Do Legalboards triggers work in real time?
Yes. All nine Legalboards triggers are instant: Legalboards tells Zapier the moment a card is created or moved, a matter or contact is added, or a task or follow-up appears, and the Zap starts right away. That holds on every plan, including the free one, so the check intervals of the plans do not apply. In the editor, an instant trigger shows a lightning bolt. Whether a trigger is instant is set by the app, not by you.
04What is needed to connect Legalboards to Zapier?
A Legalboards account, and access to the boards the Zap should read from or write to. In Zapier, open Apps, click + Add connection, search for Legalboards and click Add connection. A tab opens where you sign in and grant Zapier access. The connection is saved and reused by every Legalboards Zap. Because every action needs a Board, check that the board exists and that your account can add cards to it before you start building.
05Why does Create Matter Card keep failing?
Usually because one of its five required fields is empty. The action needs a Board, a Client, a Practice Area, a Number/Title and a Status on every run. If the step before it is a form where some of those answers are optional, the action fails whenever one is skipped. Make those questions mandatory upstream, or map a fixed value for fields like Status. A failed action costs no task, but the matter is not created, so watch the Zap history.
06What if the Legalboards operation you need is not there?
Then this integration does not offer it today. On Zapier, Legalboards has nine triggers and three actions, Create Card, Create Contact Card and Create Matter Card, and no search. A Zap cannot find an existing card, move it, update it or delete it. Anything that starts from one of the nine events, or ends with a new card, is covered. For the rest, the answer sits outside this integration, for example in another automation tool, which is worth checking first.
07Zapier, Make or n8n for Legalboards?
It depends on your criteria, not on a ranking. On Zapier, Legalboards comes with nine instant triggers and three create actions ready to use, and the setup is short, which suits a team that wants boards talking to its other tools quickly. For any alternative, check whether it has a Legalboards connector, whether triggers are instant there too, and how each run is billed. Then weigh your budget, the number of steps per flow and who will maintain it.
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