LegalMatch Microsoft SharePoint

Log deal activities from team feedback

When a new comment or review is posted in Microsoft SharePoint, automatically log a note on the associated deal in LegalMatch.

Try:

See all LegalMatch + Microsoft SharePoint integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

LegalMatch Explore LegalMatch →

Triggers
Case added or updated

Fires when a case or matter is opened or updated in LegalMatch.

New lead

Fires when a new client lead is added in LegalMatch.

Invoice issued

Fires when a client invoice is issued in LegalMatch.

Actions
Create matter

Opens a new case or matter in LegalMatch.

Create contact

Adds a client, company or contact in LegalMatch.

Create time entry

Logs billable time against a matter in LegalMatch.

Microsoft SharePoint Explore Microsoft SharePoint →

Triggers
New post or update shared

Fires when a new post or update is shared in Microsoft SharePoint.

New comment or review

Fires when someone comments on or reviews an item in Microsoft SharePoint.

Task assigned

Fires when a task is assigned to someone in Microsoft SharePoint.

Actions
Create a post or update

Posts an update or announcement in Microsoft SharePoint.

Create a task

Creates a new task in Microsoft SharePoint.

Create a project or space

Creates a new project or workspace in Microsoft SharePoint.

Share a file or folder

Shares a file or folder in Microsoft SharePoint.

Create onboarding projects for closed-won deals When a deal is marked as won in LegalMatch, automatically create a dedicated project space in Microsoft SharePoint for customer onboarding. See details
Assign follow-up tasks when new leads arrive When a new lead is created in LegalMatch, automatically generate a review task in Microsoft SharePoint for the assigned account executive. See details

See all LegalMatch + Microsoft SharePoint integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log deal activities from team feedback” between LegalMatch and Microsoft SharePoint?

Yes — describe it in the box above and Knit's Integrations Agent researches LegalMatch and Microsoft SharePoint's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why should sales teams connect LegalMatch to Microsoft SharePoint?

Integrating LegalMatch and Microsoft SharePoint ensures sales rep activity seamlessly creates onboarding projects, tasks, and updates for delivery and operational teams.

Can updates made in Microsoft SharePoint sync back to customer deals in LegalMatch?

Yes, when team members comment or share updates in Microsoft SharePoint, relevant deal stages or activities in LegalMatch can be automatically updated.

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