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Chatwoot and LeanLaw Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Connect Chatwoot and LeanLaw to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.

Integration guide
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Learn about Chatwoot and LeanLaw

Detailed info you need to know about Chatwoot and LeanLaw integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Chatwoot

    • Support
    • 1 trigger
    • 10 searches
    • 17 actions

    Open-source customer engagement platform for shared inboxes, live chat, and support workflows. [5]

  • LeanLaw

    • Support
    • 6 triggers
    • 16 searches
    • 21 actions

    Legal practice management software for tracking clients, matters, time, expenses and invoices. [6]

How to connect Chatwoot to LeanLaw

Set up your Chatwoot and LeanLaw integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect Chatwoot and LeanLaw

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected Chatwoot and LeanLaw nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between Chatwoot and LeanLaw. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between Chatwoot and LeanLaw work in WEXTL?

WEXTL exposes actions and triggers for Chatwoot and LeanLaw that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Chatwoot triggersLeanLaw actions

Chatwoot modules

  • Add an Agent to an Inbox Adds an agent to a specified inbox.
  • Assign a Conversation Assigns a team or a member to a conversation.
  • Create a Contact Creates a new contact.
  • Create a Conversation Creates a new conversation.
  • Create a Message Creates a new message in the system.
  • Create a User Creates a new account user.
  • Create an Inbox Creates a new inbox.
  • Delete a Contact Deletes a single contact.
  • Delete a Message Deletes a single message from a conversation by ID.
  • Get a Contact Retrieves a single contact.
  • Get a Conversation Retrieves a single conversation.
  • Get an Account Report Returns an account report for a specific metric.
  • Get an Inbox Retrieves a single inbox's details.
  • Label a Conversation Adds labels to a conversation.
  • List Contact Conversations Retrieves a list of conversations for a contact.
  • List Contacts Retrieves a list of contacts from an account.
  • List Inboxes Retrieves a list of inboxes.
  • List Messages Retrieves a list of messages from a specified conversation.
  • Make an API Call Performs an arbitrary authorized API call.
  • Search Contacts Searches for contacts.
  • Search Conversations Searches for conversations.
  • Update a Contact Updates an existing contact.
  • Update a Conversation Updates an existing conversation.
  • Update a Conversation Custom Attributes Updates existing custom attributes for a conversation.
  • Update a Conversation Priority Updates an existing conversation priority in a given service.
  • Update a Conversation Status Updates an existing conversation status.
  • Update an Inbox Updates an existing inbox by ID.
  • Watch Events Triggers when a specific event occurs.

LeanLaw modules

  • Create Client Creates a client in LeanLaw.
  • Create Expense Creates an expense in LeanLaw.
  • Create Fixed Fee Creates a fixed fee in LeanLaw.
  • Create Matter Creates a matter in LeanLaw.
  • Create Practice Area Creates a practice area in LeanLaw.
  • Create Time Entry Creates a time entry in LeanLaw.
  • Delete Client Deletes a client from LeanLaw.
  • Delete Expense Deletes an expense from LeanLaw.
  • Delete Fixed Fee Deletes a fixed fee from LeanLaw.
  • Delete Matter Deletes a matter from LeanLaw.
  • Delete Practice Area Deletes a practice area from LeanLaw.
  • Delete Time Entry Deletes a time entry from LeanLaw.
  • Get Client Retrieves a client by ID.
  • Get Client Balances Retrieves the outstanding balances for a client.
  • Get Codes Retrieves the activity, expense and task codes defined in LeanLaw.
  • Get Expense Retrieves an expense by ID.
  • Get Fixed Fee Retrieves a fixed fee by ID.
  • Get Matter Retrieves a matter by ID.
  • Get Time Entry Retrieves a time entry by ID.
  • Health Check Checks that the LeanLaw API is reachable and the connection works.
  • List Clients Lists clients in LeanLaw.
  • List Custom Fields Lists custom fields in LeanLaw.
  • List Expenses Lists expenses in LeanLaw.
  • List Fixed Fees Lists fixed fees in LeanLaw.
  • List Invoices Lists invoices in LeanLaw.
  • List Matters Lists matters in LeanLaw.
  • List Practice Areas Lists practice areas in LeanLaw.
  • List Time Entries Lists time entries in LeanLaw.
  • List Users Lists users in LeanLaw.
  • Make an API Call Sends a custom authorized request to the LeanLaw API.
  • Update Client Updates a client in LeanLaw.
  • Update Expense Updates an expense in LeanLaw.
  • Update Fixed Fee Updates a fixed fee in LeanLaw.
  • Update Matter Updates a matter in LeanLaw.
  • Update Practice Area Updates a practice area in LeanLaw.
  • Update Time Entry Updates a time entry in LeanLaw.
  • Update User Updates an user in LeanLaw.
  • Watch Clients Triggers when a client is added in LeanLaw.
  • Watch Expenses Triggers when an expense is added in LeanLaw.
  • Watch Fixed Fees Triggers when a fixed fee is added in LeanLaw.
  • Watch Invoices Triggers when an invoice is added in LeanLaw.
  • Watch Matters Triggers when a matter is added in LeanLaw.
  • Watch Time Entries Triggers when a time entry is added in LeanLaw.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Chatwoot and LeanLaw integrations. Pick any from the list below if the current combination isn't the one you need.

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Frequently asked questions

Common questions about connecting Chatwoot and LeanLaw.

How do I connect Chatwoot and LeanLaw?

Connect your Chatwoot and LeanLaw accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]

What can I automate between Chatwoot and LeanLaw?

Example: when Chatwoot's "Watch Events" fires, WEXTL can "Create Client" in LeanLaw. Chatwoot has 1 trigger (including Watch Events); LeanLaw has 37 actions (including Create Client, Create Expense, and Create Fixed Fee). Add filters and transforms between steps when you need them. [1]

Can Chatwoot trigger actions in LeanLaw, and LeanLaw in Chatwoot?

Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]

Do I need to write code to integrate Chatwoot and LeanLaw?

No. Chatwoot-to-LeanLaw automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Chatwoot integrate with LeanLaw in real time?

Yes. Trigger-based automations start the moment Chatwoot (or LeanLaw) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Chatwoot + LeanLaw integration?

A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.

Do I need a paid plan to connect Chatwoot with LeanLaw?

You can build your Chatwoot + LeanLaw automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]

References

List of sources used to gather information about the Chatwoot and LeanLaw integration.

  1. Chatwoot and LeanLaw integration source code, module specs and credentials implementation.
  2. Our Chatwoot and LeanLaw integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Chatwoot and LeanLaw — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Chatwoot integration information
  6. LeanLaw integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Chatwoot and LeanLaw integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore Chatwoot and LeanLaw, or get started