Zapier
Purpose: Link LegalServer's APIs to other applications using Zapier as a No-Code solution to connect the platforms.
Cost: $750 one-time setup fee plus the cost of Premium APIs. This includes 5,000 API calls from Zapier to LegalServer in a given month.
Zapier serves as a no-code platform to connect various Apps together. You can use it to connect apps with actions in LegalServer.
Once your organization has paid for the integration, LegalServer will share the LegalServer Zapier App with someone at your organization. LegalServer's Zapier App is currently in Private Beta.
LegalServer Configuration
Prepping your LegalServer site for configuration with Zapier requires two things:
- An API User Role and User account using the permissions you expect to need.
- Creating a Personal Access token for that user.
Actions Currently Available in Zapier
- Create Case Note
- Create User Note
- Online Intake Import (must work with an Online Intake site and will then transfer a Pending Intake to a Destination site)
- Create User
- Patch User
- Create Case/Matter
- Patch Matter
- Create Case Charge
- Create Case Litigation
- Patch Matter Litigation
- Lookup Charges
- Create Matter Additional Name
- Patch Matter Additional Name
- Create Matter Adverse Party
- Patch Matter Adverse Party
- Create Matter Non-Adverse Party
- Patch Matter Non-Adverse Party
- Create Organization
- Patch Organization
- Create User Organization Affiliation
- Patch User Organization Affiliation
- Create Contact
- Patch Contact
- Create Matter Case Contact
- Patch Matter Case Contact
- Create Matter Service
- Patch Matter Service
- Search Matters
- Search Users - 1 Result
- Search Users - Multiple Results
- Search Organizations - 1 Result
- Search Organizations - Multiple Results
- Search User Organization Affiliations - 1 Result
- Search User Organization Affiliations - Multiple Results
- Search Contacts - 1 Result
- Search Contacts - Multiple Results
- Search Matter Adverse Party - 1 Result
- Search Matter Adverse Party - Multiple Results
These are all based on LegalServer's APIs. Some of these are built on the Premium APIs.
Additional LegalServer API endpoints can be added on a case by case basis.