Create new contacts in PracticePanther Legal Software from new contacts in 17hats
Streamline your workflow between 17hats and PracticePanther Legal Software with this efficient automation. When a new contact emerges in 17hats, this workflow will promptly create a corresponding contact in PracticePanther Legal Software. This ensures all your important contact details are seamlessly duplicated between the two systems, allowing you to maintain up-to-date records with ease.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create ContactCreates a contact.
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More things you can do with 17hats and PracticePanther Legal Software
Discover other triggers and actions you can use with 17hats and PracticePanther Legal Software
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Is Company?Required
- First_nameRequired
- TypeRequired
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
ActionWrite- NameRequired
- Company_name
- Email
- Phone_number
ActionSearch- Assigned To
- Tag
Try ItTriggerPolling
- Updated Contact
Triggers when an already existing contact is updated.
Try ItTriggerInstant - ContactRequired
- Is Company?Required
- First_nameRequired
- TypeRequired
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
ActionWrite- NameRequired
- Company_name
- Email
- Phone_number
- Is Company?Required
- First_nameRequired
- TypeRequired
- Last_name
- Title
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
ActionSearch or write- New Bank Account
Get Bank Accounts.
Try ItTriggerPolling
Related categories
PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.
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