Statular Webhooks

Turn the tools your firm already uses into a path to Statular.

Statular webhooks give automation tools a straightforward way to create clients and matters for your team. When something happens elsewhere in your workflow, the right details can be sent to Statular so work is ready to continue without another round of setup.

A flexible connection point

Via webhooks

A webhook is a private address for sending information to Statular. Create one for new clients or one for new matters, then use an automation platform or another compatible system to send the details when your chosen event occurs.

Practical automation

A simpler handoff into Statular

Start from more of your tools

Connect forms, spreadsheets, databases, CRMs, and other systems when your automation platform can send information to a webhook.

Reduce repeat setup

Use information already collected elsewhere to open the corresponding client or matter in Statular.

Shape the handoff

Choose the event that starts your automation and the available details that should be sent into Statular.

How it works

Connect the workflow in a few clear steps.

01

Choose what Statular should create

Set up a private webhook address for either a new client or a new matter.

02

Add the address to your automation

In your automation platform, use a step that can send the relevant information to a web address.

03

Continue the work in Statular

When the automation runs successfully, your team can pick up the new client or matter in Statular and continue intake and drafting.

Focused automation, without a custom integration

Webhooks are a general connection method rather than a separate native integration for every platform. Their current role is focused: accepting submitted information to create clients and matters in Statular.

  • Create a new Statular client from submitted details.
  • Create a new Statular matter from submitted details.
  • Use separate private webhook addresses for each action.

Webhooks do not provide general two-way syncing or promise that every field in another system will map automatically.

Questions

Common questions about webhooks and Statular

What can Statular webhooks do?

Statular webhooks can accept submitted information and create a new client or a new matter. Each private webhook address is configured for one of those actions.

What kinds of tools can connect to Statular webhooks?

Automation platforms and other systems that can send information to a webhook may be able to connect. Zapier, n8n, and Make are common examples. The exact setup depends on the source tool and the information available there.

Are webhooks the same as two-way sync?

No. Statular's incoming webhooks create clients or matters from information sent by another tool. They do not provide general two-way syncing or automatically keep every record updated across systems.

Webhooks for Estate Planning Workflow Automation | Statular