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Zapier Integration Guide

Trustate supports Zapier integration to automate workflows between your firm's tools.

To connect:
(1) Log in to your Zapier account and search for Trustate.
(2) Authenticate with your Trustate API credentials.
(3) Choose a trigger (e.g., New Matter Created) and an action in your target app.
(4) Test your Zap and turn it on.

Trustate | Zapier API Documentation

Actions — Import Matter: Imports a new Matter to the Trustate database.

Required Fields: displayFirstName, displayLastName.

Optional Fields: decedentFirstName, decedentLastName, decedentDateOfBirth, decedentDateOfDeath, decedentLastAddress, clientFirstName, clientLastName, clientEmailAddress, clientPhoneNumber, trustName, trustDate, isGrantorTrust, isRevocableTrust.

What are examples of software I can integrate with?

Trustate integrates with a wide range of software to support your firm's workflow. Whether you use Zapier, your practice management tool, or other legal software, Trustate is designed to connect seamlessly. See a list of compatible software on our Integrations page.

→ View all Integrations

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