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LegalMatch Zapier integrationAutomate LegalMatch with Zapier.

The LegalMatch Zapier integration gives you 2 triggers, 0 actions and 0 searches. LegalMatch can start a Zap, an automation on Zapier, when a case lead matches you or an attorney replies. Both triggers are instant. Nothing can be written back.

See the 2 operations

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Overview

What the LegalMatch Zapier integration does for you

It turns LegalMatch events into starting points. When a client posts a case that fits the criteria, or when an attorney replies to a lead, LegalMatch tells Zapier, and Zapier runs the steps you chained behind it in your other tools. Traffic goes one way only: out of LegalMatch, never back in.

Three things people usually build. A lead log: New Lead adds one row per matched case to a spreadsheet, so no case lives only in a LegalMatch inbox. A CRM record: the same trigger hands the case details and the client info to your CRM, which is the job LegalMatch itself describes for this app. A reply tracker: Update Lead fires when an attorney answers a lead whose name and contact details are masked, so the follow-up shows up where your team already looks. All three fit in a trigger plus one action, which is exactly the size the free plan allows, so you can try each one before paying for anything.

What Zapier does not do here: there is no action and no search for LegalMatch. A Zap cannot create, edit or look up a lead inside LegalMatch, and it never pulls the leads you received before switching it on. The integration is a doorway out, not a two-way sync. If you are weighing Zapier against other tools for this, see our n8n vs Zapier comparison.

Vocabulary

Zapier vocabulary in one minute

Eight words do most of the work on this page. Read them once and the rest goes faster.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
Trigger
The event that starts a Zap. Here it is a LegalMatch event, a newly matched lead or an attorney reply, and Zapier waits for it.
Action
The step that does the work once the Zap has started: it writes, sends or moves something in another app for you.
Task
What Zapier bills: one action completed successfully. The number on your plan is a count of those and nothing else.
Polling or instant
Polling means Zapier checks the app on a timer. Instant means the app calls Zapier itself. Both LegalMatch triggers are instant.
Filter
A step that lets the Zap go on only when what arrived meets a condition you set, and quietly stops it otherwise.
Connection
Your LegalMatch account linked to Zapier once, then reused by every step that needs it, so you sign in a single time.
Multi-step Zap
Anything beyond one trigger and one action. A second action or a filter turns a Zap into one, and that needs a paid plan.
Cost

What a LegalMatch Zap really costs

The short version: LegalMatch never eats into your plan, only the steps after it do. Also see our Zapier review.

  • Cost of a trigger0 tasks
  • Free plan100 tasks a month
  • Free plan Zap size2 steps
  • Premium appNo

A trigger costs no task, so every lead LegalMatch reports is free to receive. Each action that succeeds counts once; one that fails is not counted. The free plan gives you 100 tasks a month and Zaps of two steps. LegalMatch is not a premium app, so it works there. Add a filter or a second action and the Zap turns multi-step, which needs a paid plan. The polling grid below does not touch you: both triggers are instant.

Connect

Connect your LegalMatch account in three steps

  1. 01

    Open Apps and add a connection

    In your Zapier account, go to the Apps page and click + Add connection. A dialog opens with a search box: type LegalMatch and pick it from the list that appears.

  2. 02

    Sign in to LegalMatch

    Click Add connection. A new tab opens on LegalMatch. Sign in with the account that receives the leads you want the Zap to see, not the account of a colleague.

  3. 03

    Grant Zapier access

    Approve the access Zapier asks for. The connection then appears under Apps and every LegalMatch step reuses it. For leads you do not own yourself, your account needs read or write access to them.

First Zap

Your first Zap: log every matched case

GoalEach time LegalMatch matches you with a case, add a row to your lead spreadsheet, but only when the lead passes a filter you define.

  1. 01

    Pick the trigger

    Start a new Zap, choose LegalMatch as the app that starts it and New Lead as the event, then select the connection you just made.

  2. 02

    Test it on real leads

    Run the test. Zapier brings back the three most recent leads of your account, so you map the next steps on a real case instead of a guess.

  3. 03

    Add the filter

    Click the plus icon, add Filter and fill its three boxes: the field to look at, the rule, the value to compare. Use a text rule on text and a number rule on numbers.

  4. 04

    Add the spreadsheet step

    Add the action in your spreadsheet app, map the LegalMatch fields into its columns, then test it once and read what came back before going further.

  5. 05

    Publish

    Click Publish to switch it on. With the filter this is a multi-step Zap and needs a paid plan; drop the filter to stay on the free plan.

Triggers

LegalMatch triggers

2 events start a Zap when something happens in LegalMatch, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New Lead

Instant trigger

In Zapier“Triggers when a lead posted a case and the automation owner matched the criteria.”

Starts your Zap when a client posts a case and it matches the criteria set by the owner of the automation. The case details and the client info then travel to the steps that follow, ready for a CRM, a sheet or a message.

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 fresh case should land in the tool your team already works from, with nobody copying it over.
Watch out
leads matched before you publish the Zap are never picked up.
2

Update Lead

Instant trigger

In Zapier“Triggers when a lead with a masked name and contact details gets replied by the Attorney.”

Fires when an attorney replies to a lead whose name and contact details are masked. It tells you a conversation has actually begun on a case, something the new-lead trigger alone cannot show.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
to move a lead from waiting to in progress in your pipeline as soon as it gets an answer.
Watch out
test it on a lead that was really answered and check which details come back before you map a single field.
When it breaks

When a LegalMatch Zap breaks

Four failures to know before you rely on this Zap for every incoming case.

Zapier attaches no help article to LegalMatch and no limit specific to the app is documented, so the cases below come from how Zapier itself works. When one of them bites, start with the Zapier troubleshooting page.

  • Older leads are never picked up

    A Zap only reacts to what happens after it is switched on. Cases matched or answered before that stay in LegalMatch, and moving that backlog is a separate job.

  • A burst of leads can be held back

    If a large batch arrives at once, after a bulk import for instance, Zapier's flood protection can hold the trigger back instead of running every lead through.

  • The filter never lets anything through

    Filter rules are typed. A text rule only works on text and a number rule only on numbers; picking the wrong one is the usual reason a filter never passes.

  • The free plan stops at two steps

    Zaps on the free plan hold one trigger and one action. A filter or a second action makes the Zap multi-step, and it will not run until you move to a paid plan.
Need help

Need help automating LegalMatch with Zapier?

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FAQ

LegalMatch and Zapier: frequent questions

01Is the LegalMatch Zapier integration free?
Yes, on the free plan, within limits. LegalMatch is not a premium app, so both triggers are available without paying. The free plan gives you 100 tasks a month and Zaps of two steps: one trigger and one action. That is enough to send each new lead to one other tool. The moment you add a filter, a second action or a search step, the Zap becomes multi-step and needs a paid plan. No price is quoted here, because plan grids change too often to publish.
02How many tasks does a LegalMatch Zap use?
Receiving the lead costs nothing, since a trigger never uses a task. What counts is each action that runs successfully after it. A Zap that turns a new lead into one spreadsheet row uses one task per lead. Add a second action, a notification for example, and the same lead costs two. An action that fails is not billed. So the real question is how many leads reach you in a month and how many actions follow each one.
03Does LegalMatch reach Zapier in real time?
Yes, in practice. Both LegalMatch triggers are instant: LegalMatch tells Zapier the moment a lead is matched or answered, and the Zap starts right away. The polling intervals listed in plan tables, 15 minutes on Free down to 1 minute on Team and Enterprise, only concern triggers Zapier checks on a timer, so they do not apply here. In the editor, a Zap built on an instant trigger shows a lightning bolt, which is a quick way to confirm it.
04What does connecting LegalMatch to Zapier require?
A LegalMatch account and a Zapier account. From the Apps page of Zapier, you add a connection, pick LegalMatch, sign in on the tab that opens and grant Zapier access. If the Zap has to touch leads you do not own yourself, your account needs read or write access to them. Once that is done, the connection is stored, and every LegalMatch step in every Zap reuses it, so signing in happens only once.
05Does the Zap pick up leads already in LegalMatch?
No. A Zap only reacts to what happens after you publish it. Every case matched before that moment, and every reply sent before it, stays where it is. Zapier cannot replay them through the trigger, and LegalMatch offers no search on Zapier that could fetch them later. If those older leads matter, moving them is a separate job to plan before the switch-on, so that no case falls between the old process and the new one.
06What if the LegalMatch operation you need is not there?
Then this integration cannot do it. On Zapier, LegalMatch only offers two triggers, New Lead and Update Lead. There is no action and no search, so no Zap can create, change or look up anything inside LegalMatch. What stays in your hands is everything after the trigger: any other app connected to Zapier can receive the lead. If the missing piece is on the LegalMatch side, check the LegalMatch page on Zapier again later, since this page reflects what it listed when it was read.
07Zapier, Make or n8n for LegalMatch?
It comes down to criteria, not to a winner. On Zapier, LegalMatch has two instant triggers that work on the free plan, which suits a team that wants each lead in one other tool with nothing to set up beyond a connection. If every lead needs many steps, the task count and the paid plan become the deciding factors. Whether Make or n8n carry LegalMatch is not covered here, so check their app lists before comparing cost or the number of steps each lead needs.
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