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LegalSite Zapier integrationAutomate LegalSite with Zapier.

The LegalSite Zapier integration gives you 0 triggers, 2 actions and 0 searches. Another app starts the Zap (an automation on Zapier), and LegalSite receives the result: a data subject added or updated, or an erasure request opened, from one email address.

See the 2 operations

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Overview

What the LegalSite Zapier integration does for you

It lets your other tools keep LegalSite current. LegalSite handles the legal and privacy side of your website, and it tracks data subjects, the people whose personal data you hold. With Zapier, a new contact elsewhere can land in that list, and a deletion request can be filed there, without anyone retyping an email address.

Three outcomes people build. A register that follows your forms: each time someone fills in a form on your site, Add or Update a Data Subject writes that person into LegalSite, or updates them if they are already there. A CRM kept in step: the same action runs on new contacts from your CRM, so the people you market to are the people LegalSite knows about. An erasure request on the spot: when someone asks to be forgotten through a channel you already watch, Remove Data Subject opens the erasure request inside LegalSite straight away.

What Zapier does not do here: LegalSite has no trigger and no search. It cannot start a Zap, so nothing that happens inside LegalSite reaches your other tools, and a Zap cannot check whether a person is already registered before acting. Both actions need an email address to work. If you are weighing Zapier against other tools for a flow like this, see our Make vs Zapier comparison.

Vocabulary

Zapier vocabulary in one minute

Eight words carry this page. One read and the rest is easy.

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. LegalSite has none, so the trigger always comes from another app, such as a form or a CRM.
Action
The step that does the work once the Zap has started. Here it writes a data subject into LegalSite or files an erasure request.
Task
What Zapier bills: one action completed successfully. The number shown on your plan counts those and nothing else.
Polling or instant
Polling means Zapier checks an app on a timer; instant means the app calls Zapier itself. It depends on the app that starts the Zap.
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 LegalSite account linked to Zapier once, then reused by every LegalSite step in every Zap you build.
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 LegalSite Zap really costs

The short version: each person written to LegalSite costs one task. For a wider look at the tool, see our Zapier review.

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

The trigger from your other app costs no task. Each LegalSite 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, which is exactly a trigger plus one LegalSite action. LegalSite 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. If the app that starts the Zap is polled, the grid below sets how quickly LegalSite hears about it.

Connect

Connect your LegalSite 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 LegalSite and pick it from the list that appears.

  2. 02

    Sign in to LegalSite

    Click Add connection. A new tab opens on LegalSite. Sign in with the account that manages the website whose data subjects the Zap will write to, so new people land in the right register.

  3. 03

    Grant Zapier access

    Approve the access Zapier asks for. The connection then appears under Apps, and every LegalSite step reuses it. Anything you do not own yourself needs read or write access on your account.

First Zap

Your first Zap: every form contact in LegalSite

GoalWhen someone submits a form on your site, record them as a data subject in LegalSite, but only when the submission passes a filter you define.

  1. 01

    Pick the trigger

    Start a new Zap and choose your form tool as the app that starts it, with the new-submission event. LegalSite cannot start a Zap, so this step always comes from elsewhere.

  2. 02

    Test it on a real entry

    Run the trigger test and pick a recent submission. Check that it carries an email address, since the LegalSite step will refuse to work without one.

  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 LegalSite action

    Pick LegalSite and Add or Update a Data Subject, then map the email from the form into the Email field. Test the step once and read what came back.

  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.

Actions

LegalSite actions

LegalSite gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add or Update a Data Subject

Action

In Zapier“Create or update a Data Subject in your LegalSite account.”

Writes a person into LegalSite as a data subject, or refreshes the record LegalSite already has for them. One step covers both cases, so you never need to know in advance whether the person is new.

When to use it
right after a form, a signup or a new CRM contact, to keep your privacy register in line with reality.
Watch out
the Email field is mandatory; a trigger that brings no email stops the step.
2

Remove Data Subject

Action

In Zapier“Creates data erasure request inside your LegalSite account.”

Opens an erasure request for a person inside your LegalSite account, from their email address. It files the request; it does not quietly wipe the person behind your back.

When to use it
when someone asks to have their data deleted through a channel you already track, so the request is logged in LegalSite the moment it arrives.
Watch out
the email is mandatory, so a deletion request that reaches you without one cannot be filed this way.
When it breaks

When a LegalSite Zap breaks

Four failures to know before LegalSite depends on this Zap.

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

  • No email, no data subject

    Both actions require an email address. A trigger that sometimes arrives without one leaves the LegalSite step with nothing to write.

  • Past contacts are not backfilled

    A Zap only reacts to what happens after it is switched on. People collected before that never reach LegalSite through it; moving them is a separate job.

  • A burst of entries can be held back

    If the starting app suddenly returns a huge batch, after a bulk import for instance, Zapier's flood protection can hold the trigger back.

  • The free plan stops at two steps

    On the free plan a Zap is one trigger and one action. A filter or a second action makes it multi-step, and it will not run without a paid plan.
Need help

Need help automating LegalSite with Zapier?

A person reads every message.

FAQ

LegalSite and Zapier: frequent questions

01Is the LegalSite Zapier integration free?
Yes, within the free plan. LegalSite is not a premium app, so both of its actions are available without paying. The free plan gives you 100 tasks a month and Zaps of two steps, which is exactly one trigger from another app plus one LegalSite action. That covers the plain case of sending each new form contact to LegalSite. Add a filter, a second action or a search step and the Zap becomes multi-step, which needs a paid plan. No price is quoted here, because plan grids change too often.
02How many tasks does a LegalSite Zap use?
One per person written to LegalSite, as long as the action succeeds. The trigger that starts the Zap costs nothing, and a failed action is not billed either. So a Zap that adds every new form contact as a data subject spends one task per contact. If you add a second action after it, say a notification to whoever handles privacy, each contact then costs two. To estimate your month, count how many people pass through the trigger and multiply by the number of actions.
03Does LegalSite react in real time?
LegalSite has no trigger of its own, so the speed depends on the app that starts the Zap. If that app reports events instantly, LegalSite is updated right away, whatever your plan. If it is a polling trigger, Zapier checks it on a timer: every 15 minutes on Free, 2 minutes on Professional and 1 minute on Team and Enterprise. The LegalSite action itself runs as soon as the trigger hands it something. Nothing inside LegalSite can start a Zap, in either case.
04What does connecting LegalSite to Zapier require?
A LegalSite account and a Zapier account. From the Apps page of Zapier, you add a connection, pick LegalSite, sign in on the tab that opens and grant Zapier access. If the Zap touches anything you do not own yourself, your account needs read or write access to it. After that, the connection is stored and every LegalSite step reuses it. The only other thing to plan for is an email address in the trigger, since both actions require one.
05Does Remove Data Subject delete the person immediately?
It creates a data erasure request inside your LegalSite account, from the email address you map into it. That is what the action is described as doing, so treat it as the start of the erasure process in LegalSite rather than an instant wipe. If the person only wants their details corrected, Add or Update a Data Subject is the action to pick instead. Keep in mind that only requests arriving after the Zap is published are handled; earlier ones need to be filed separately.
06What if the LegalSite operation you need is not there?
Then this integration cannot do it. On Zapier, LegalSite offers two actions, Add or Update a Data Subject and Remove Data Subject, and nothing else: no trigger, no search. A Zap therefore cannot react to something that happens in LegalSite or look a person up there first. Whatever comes before the LegalSite step is open, since any app connected to Zapier can feed it. For anything else, check the LegalSite page on Zapier again later, because this page reflects what it listed when it was read.
07Zapier, Make or n8n for LegalSite?
It comes down to criteria, not to a winner. On Zapier, LegalSite has two actions that run on the free plan, which suits a team that just wants each new contact or deletion request mirrored in LegalSite with one connection. If each person goes through many steps, the task count and the paid plan become the deciding factors. Whether Make or n8n carry LegalSite is not covered here, so check their app lists before comparing cost or the number of steps per person.
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