Legalboards and RowShare

Easily integrate Legalboards and RowShare without any code.
Legalboards
Legalboards streamline your workflow and Reduce the learning curve of new team members.
RowShare
Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

How the Integration Works

RowShare integrates with Legalboards through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).
When this happens in RowShare
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Automatically do that in Legalboards
Or the other way round:
When this happens in Legalboards
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Automatically do that in RowShare

Legalboards Triggers and Actions

Below is a list of triggers and actions available on Legalboards via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

New Matter
Triggers when a new matter is created.
New Contact
Triggers when a new contact is created.
New Card Member
Triggers when a card member is added.
New Board Team
Triggers when a board team is added.
New Follow Up
Triggers when a new follow up is created.
and 3 more triggers
Legalboards doesn't offer (yet) any Trigger on Zapier.

Actions

and more actions
Legalboards doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row
Triggers when a row is created or updated in a specific table.
Column Changed
Triggers when a value has changed in a specific column.
New Row
Triggers when a new row is created in a specific table.
Row Status Changed
Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row
Assigns a row to a new owner.
Edit Row
Modifies an existing row.
Find Row
Finds a row based on an exact match for a given column.
Create Row
Creates a new row in the table.
Find Row by ID
Loads a row based on its ID.
Link Rows [Advanced]
Links a row to a parent row in another table. This is an advanced action: to be used with caution.