Create contacts in PracticePanther Legal Software for new receptionist messages in Abby Connect
Do you currently create contacts in PracticePanther Legal Software every time your Abby Connect receptionists send you a new client form? With this template, you can do that more efficiently—there's no need for extra data entry! Once this template is in place, whenever an Abby Connect receptionist sends a new message, a corresponding contact will be added in PracticePanther Legal Software automatically.
Do you currently create contacts in PracticePanther Legal Software every time your Abby Connect receptionists send you a new client form? With this template, you can do that more efficiently—there's no need for extra data entry! Once this template is in place, whenever an Abby Connect receptionist sends a new message, a corresponding contact will be added in PracticePanther Legal Software automatically.
- When this happens...New Receptionist Message
Triggers when a new Receptionist Message is created.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Contact
Creates a contact.
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