Legl Zapier integrationAutomate Legl with Zapier.
The Legl Zapier integration gives you 1 trigger, 0 actions and 1 search. In plain terms: Zapier can notice Engage requests and look them up, then push them into your other tools. It cannot write anything back into Legl, whatever plan you are on.
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What the Legl Zapier integration actually does
Legl is a client lifecycle platform for law firms: intake, compliance checks and risk work all run through it. Hooking it to Zapier means one thing. Every time an Engage request appears or changes status, Zapier can carry that request into another app, without anyone copying it by hand.
Three results come out of it in practice. First, a running log of every Engage request: New Engage Request fires when a request is created or moves to Sent, Ready for Review or Reviewed, and each one lands as a row in your spreadsheet. Second, a team chat message for the events that matter: the same trigger plus a filter, so only the requests meeting the condition you set reach the channel instead of every stage change. Third, a lookup inside a longer Zap: Get Engage Requests fetches existing requests so a later step can reuse them.
Now the honest part. Zapier offers no action for Legl. It can read, it cannot create, update or delete anything in Legl, so any Zap you build ends in another tool. The only trigger is a polling one, which means a delay that depends on your plan (more on that in the cost section).
If you are weighing other platforms for the same job, open our n8n vs Zapier comparison or our Zapier review.
Zapier vocabulary in one minute
Seven words come back on every line of this page. Here they are in plain English, once.
- Zap
- The automation you build: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it. Here: a new or updated Engage request.
- Action
- What the Zap does once started: the step that writes, sends or moves something for you, in another app since Legl has none.
- Task
- The unit Zapier bills: one action your Zap completes successfully. The number on your plan is a count of those.
- Polling vs instant
- Polling: Zapier checks the app on a timer and keeps only the new items. Instant: the app tells Zapier itself, straight away.
- Filter
- A step that lets the Zap carry on only when what arrived meets the condition you set, and stops it otherwise.
- Search step
- A step that looks up something that already exists in an app, so the steps after it can use what it found.
What it really costs to run Legl through Zapier
Legl is not a premium app, so it works from the free plan. What you pay for is tasks, and only some steps produce them.
- Premium appNo, available on the free plan
- Free plan100 tasks a month, two-step Zaps only
- TriggerNever counted as a task
- Failed actionNot counted
The trigger never costs a task, however often Zapier checks for new requests. A task is counted each time an action completes; one that fails is not counted. The free plan gives you 100 tasks a month but only two-step Zaps: one trigger, one action. Add a filter or the Get Engage Requests search and the Zap becomes multi-step, which needs a paid plan. Also note that a status change fires the trigger again, so one request can produce several runs.
Connect your Legl account in three steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. A connection is your Legl account linked to Zapier once, then reused by every step that needs it.
- 02
Pick Legl in the dialog
Type Legl in the search box of the dialog, select it, then click Add connection. You need an existing Legl account, plus access to any requests you do not own yourself.
- 03
Sign in and grant access
A new tab opens on Legl. Sign in there, then grant Zapier access to the account. Back in Zapier, the connection shows up in the list and every Legl step can use it.
Your first Zap: log every Engage request in a spreadsheet
GoalEvery Engage request Zapier picks up, at creation or at a later stage, gets its own row in a spreadsheet, so the team has one running log of the intake pipeline.
- 01
Create the Zap and pick the trigger
Start a new Zap, choose Legl as the app and New Engage Request as the event. Select the Legl connection you made earlier.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent requests of the account, so you map from a real request, not from blanks.
- 03
Add the spreadsheet action
Add your spreadsheet app with a new-row action and map the request details into its columns. This is the step that costs a task, once per row written.
- 04
Test and publish
Test each step and read what came back, then click Publish. One trigger and one action, no filter: this Zap fits the free plan as it stands.
The Legl trigger
1 event starts a Zap when something happens in Legl. Zapier checks for them at the interval your plan allows.
New Engage Request
Polling triggerIn Zapier“Triggers when an Engage request is created or updated (Created, Sent, Ready for Review or Reviewed).”
Fires on any Engage request that is created, then again each time it moves through the Sent, Ready for Review or Reviewed status. Each of those events gives the Zap a request it can hand to the next step.
The Legl search
1 search step looks for data that already exists in Legl, so a later step can use it.
A search step sits in the action-event list, at the bottom, under the SEARCH heading. It costs nothing to look, but adding one makes the Zap multi-step. Three settings decide what happens when the result is not what you expected.
Get Engage Requests
SearchFind or createIn Zapier“Retrieves Engage Requests”
Pulls existing Engage requests out of Legl so a later step can reuse them. Two yes-or-no fields, Client Reference Null and Matter Reference Null, decide whether requests without a client or matter reference come back.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap there, and the steps relying on it are skipped. Switched on, the Zap carries on with nothing.
- Create X if it doesn't exist yet?Ticking it turns the search into a find-or-create. The setting above then disappears, and Zapier asks for the fields needed to create the missing item.
- If multiple search results are found?Three ways out when several items match: keep the first one (the default), stop the Zap, or pass all of them on at once.
When the Legl Zap breaks
Zapier attaches no help article to Legl, and no rate limit specific to the app is documented. What breaks comes from Zapier itself.
These four cases cover what goes wrong most often on a polling trigger like this one. When a Zap stops for a reason you cannot place, see our Zapier troubleshooting page.
Old requests never show up
A Zap only reacts to what happens after it is published. Requests created before that are not picked up, and moving them over is a separate job.A bulk import gets held back
When the trigger suddenly returns a huge batch, after a migration for example, Zapier's flood protection can hold the run back instead of firing on everything.The same request twice? Not from one event
Zapier remembers what it has already seen on a polling trigger, so a given item does not start the Zap twice. A new status, though, is a new event.The filter never lets anything through
Filter rules are typed: a text rule only works on text, a number rule only on numbers. Picking the wrong type is the usual reason a filter stays shut.
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