Objectives
- Integrate App4Legal LEXZUR with other Web applications
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One trigger available now is to create an invoice in App4Legal LEXZUR and another action is to create a payment in App4LegalLEXZUR.
Let's assume that a user is using both QuickBooks as an accounting solution and App4Legal LEXZUR as a legal practice management solution.
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To do so the user should have QuickBooks, App4LegalLEXZUR, and Zapier licenses to use this feature.
After login into Zapier, you should select the apps that you want to connect to start your custom setup.
To connect App4Legal LEXZUR with QuickBooks online, select the "connect this app" and "with this one" fields, as well as the trigger and action fields.
As an example here, the trigger is the "New invoice" and the action is "Create Invoice".
The user should click on " Try it" and he will be redirected to a page explaining what is coming next to get started.
In order to allow Zapier access to your App4Legal LEXZUR account, you can either select an existing account or click on "Connect a new account". You will be redirected to a page where you should enter the site and your App4LegalLEXZUR's instance number to allow Zappier to access your app4legal LEXZUR account.
Note: You can find your instance number in the Address Bar (from your App4Legal LEXZUR Website)
Insert your instance number as shown in the figure below.
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After choosing the fields, It is now time to match them with App4Legal LEXZUR fields. Once we match the fields, the user needs to test the Zap (integration)
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Once the fields are matched, this means that the Zap is working, and now App4Legal LEXZUR and QuickBooks are now integrated.
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In this example, the Zap that has been created will allow adding an invoice in QuickBooks once it is created in App4LegalLEXZUR.
Note: It is now possible to integrate over 5000 apps with App4LegalLEXZUR, including QuickBooks, Zoho Books, Xero, FreshBooks, and Slack.
For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
