Trigger Actions in Zapier into Client Portal#180

Create Gavel Actions in Zapier to allow better integration, for example, between a client CRM system to the Gavel Client Portal, i.e., automatic actions to :

• Action to create a new user

Would allow for clients to not have to manually go into Gavel to create new users when one is created into their CRM for example.

• Action to assign a new workflow to a specific user

Would assign workflows to end-user automatically based on completion of other steps in the firms process (ex. Engagement letter signed on Documate; Invoice Paid, Subscription Paid…)