Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Gmail
Trigger: Watch emails
Brightflag
Action: Select an action
1. Select a trigger
  • Triggers when a new email is received in your mailbox.

2. Select an action
  • Download an invoice document (invoice, invoice summary, or invoice attachment law firm)

  • Get detail about a Matter

  • Perform an arbitrary authorized API call

  • Update the invoice payment status to PAID or VOID

Select a trigger and an action

Create workflow (opens in a new tab)