Connect Postalytics to Rally and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
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Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- CampaignRequired
Try It- New Client User
Triggers when a new Client User is created.
Try It - New Matter
Triggers when a new Matter is created.
Try It - New Signature Requests Completed
Triggers when there are recently completed signature requests.
Try It
- Triggered Drip CampaignRequired
- Company
- First NameRequired
- Last NameRequired
- AddressRequired
- Address 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone
- Matter Initiated
Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.
Try It - New Organization
Triggers when a new Organization is created.
Try It - EmailRequired
- NameRequired
- FileRequired
- Categories
Related categories
Related categories