More power to Zapier, Global search, Batch upload & more

Jan 17

More power to Zapier, Global search, Batch upload & more

Zapier Power up

https://zapier.com/zapbook/lawcus/

We’re always looking for ways to make your life easier, which is one of the reasons we worked hard to add more power to our Zapier integration.

Actions available:

  • Create Person
  • Create Company
  • Create Matter
  • Create Matter Task
  • Create Matter Comment
  • Find Contact
  • Find Matter
  • Find Team Member
  • Find Workflow
  • Find Stage

 

Global search

Ability to search your matters and contacts from any screen.

 

Batch Upload

Ability to upload multiple files on your matters.

 

Document Assembly

Now you can convert your merge field data to Uppercase or Lowercase. You will just need to add .toUpper/.toLower before closing brace of your merge field.

${MergeField.toUpper}

${MergeField.toLower}