When disbursement approved/updated in Confido Legal, sync it to TrueReview.

Send a review request via TrueReview when a transaction is processed or disbursement is approved in Confido Legal.

Try:

See all TrueReview + Confido Legal integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

TrueReview Explore TrueReview →

Triggers

New lead captured

Fires when a new lead or contact is captured in TrueReview.

Contact enters a workflow

Fires when a contact enters an automation in TrueReview.

Contact updated

Fires when a field on a contact changes in TrueReview.

Contact unsubscribed

Fires when a contact unsubscribes in TrueReview.

Actions

Create or update a contact

Creates or updates a contact in TrueReview.

Add a contact to a campaign

Adds a contact to a workflow or campaign in TrueReview.

Send a message

Sends an email or message to a contact via TrueReview.

Apply or remove a tag

Changes a contact's tags in TrueReview.

Confido Legal Explore Confido Legal →

Triggers

New invoice created

Fires when a new invoice is created in Confido Legal.

Payment received

Fires when a payment is recorded in Confido Legal.

Invoice overdue

Fires when an invoice in Confido Legal passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Confido Legal.

Actions

Create invoice

Creates a new invoice in Confido Legal.

Record payment

Records a payment against an invoice in Confido Legal.

Create expense

Creates a new expense entry in Confido Legal.

Sync customer record

Syncs a customer's billing record in Confido Legal.

Sync new marketing leads into accounting records When a new lead is captured in TrueReview, sync their contact record in Confido Legal so finance has immediate visibility into upcoming client profiles. See details

Enroll late-paying clients in automated reminder tracks When an invoice becomes overdue in Confido Legal, tag the contact in TrueReview to automatically send payment reminder messages. See details

Launch onboarding campaigns upon payment receipt When a payment is received in Confido Legal, update the contact in TrueReview to move them into a welcome and onboarding workflow. See details

See all TrueReview + Confido Legal integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “When disbursement approved/updated in Confido Legal, sync it to TrueReview.” between TrueReview and Confido Legal?

Yes — describe it in the box above and Knit's Integrations Agent researches TrueReview and Confido Legal'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.

Can customer billing statuses in Confido Legal control marketing campaigns in TrueReview?

Yes, financial milestones like cleared payments or overdue balances in Confido Legal can apply tags or enroll contacts into marketing campaigns in TrueReview.

Does capturing new leads in TrueReview create records in Confido Legal?

Yes, when new prospective clients submit forms in TrueReview, their details can sync to Confido Legal to establish unified billing records.