Abby Connect + PracticePanther Legal Software + Filter by Zapier

Create contacts in PracticePanther Legal Software from new chats in Abby Connect

Are you manually creating contacts in PracticePanther Legal Software every time your Abby Connect receptionists send you a new lead chat? With this integration, you'll do that more efficiently. Once this Zap is in place, your new receptionist chats for new lead will automatically create a person contact in PracticePanther Legal Software, saving you time to focus on more pressing tasks.

When this happens...
New Chat
Triggers when a new chat is created.
TriggerScheduled
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create Contact
Creates a contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Call Record
Triggers when a new Call Record is created.
Trigger
Scheduled
Try It
New Receptionist Message
Triggers when a new Receptionist Message is created.
Trigger
Scheduled
Try It
- Assigned To
- Tag
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned to User
Trigger
Scheduled
Try It

New Expense Category
Triggers when a new expense category is created.
Trigger
Scheduled
Try It
New Item
Triggers when a new item is created.
Trigger
Scheduled
Try It

- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
Try It
- Matter
- Contact
Trigger
Scheduled
Try It
- Contact
- Matter
- Billed By
Trigger
Scheduled
Try It
- UserRequired
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Write
- SubjectRequired
- Date/TimeRequired
- DurationRequired
- DirectionRequired
- UserRequired
- Contact
- Matter
- Notes
- Tags
Action
Write
- SubjectRequired
- Start Date/TimeRequired
- End Date/TimeRequired
- All Day Event?Required
- UserRequired
- Matter
- Contact
- Notes
- Location
- Tags
Action
Write
- NameRequired
Action
Write
- ContactRequired
- Matter NameRequired
- StatusRequired
- UserRequired
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Write
- UserRequired
- SubjectRequired
- Contact
- Matter
- Status
- Notes
- Due Date
- Tags
Action
Write
- Search TextRequired
Action
Search
- Email AddressRequired
Action
Search
- Contact
- Search TextRequired
- ContactRequired
- Matter NameRequired
- StatusRequired
- UserRequired
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Search or write

New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- Only continue if...Required
Action
Filter
New Bank Account
Get Bank Accounts.
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
Try It
- Matter
- Billed By
- Expense Category
- Contact
Trigger
Scheduled
Try It
- Matter
- Contact
Trigger
Scheduled
Try It
- Assigned To
- Contact Tag
- Matter Tag
- Status
- Contact
Trigger
Scheduled
Try It
- Matter
- Account Type
- Contact
Trigger
Scheduled
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
Try It
New User
Triggers when a new user is created.
Trigger
Scheduled
Try It
- TypeRequired
- NameRequired
Action
Write
- From - Email AddressRequired
- To - Email AddressRequired
- To - Display Name
- SubjectRequired
- DateRequired
- Contact
- Matter
- BodyRequired
- From - Display Name
Action
Write
- Contact
- Quantity
- MatterRequired
- DateRequired
- Price
- Billable?Required
- Description
- Billed By
- Category
Action
Write
- NameRequired
- RateRequired
- Code
- Description
Action
Write
- DateRequired
- SubjectRequired
- UserRequired
- Contact
- Matter
- Note
- Tags
Action
Write
- ContactRequired
- MatterRequired
- Billed ByRequired
- Billable?Required
- DateRequired
- Hourly Rate
- Description
- Hours
- Item
- Private Notes
Action
Write
- Contact
- Search TextRequired
Action
Search
- Search TextRequired
- UserRequired
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Search or write

About Abby Connect

Abby Connect helps small businesses grow and stay connected with potential clients and customers 24/7/365 with live phone answering and chat messaging services.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Help

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CAPABILITIES

By team

Abby Connect + PracticePanther Legal Software + Filter by Zapier

Create contacts in PracticePanther Legal Software from new chats in Abby Connect

New Call Record

New Receptionist Message

New Contact

Assigned To

Tag

New Call Log

Contact

Matter

Tag

Assigned To

New Event

Contact

Matter

Tag

Assigned to User

New Expense Category

New Item

New Note

Contact

Matter

Status

Tag

Assigned to User

New Relationship

Matter

Contact

New Time Entry

Contact

Matter

Billed By

Create Contact

Company Name

Tags

First Name

Middle Name

Last Name

Email

Mobile #

Home #

Office #

Fax #

Address Street 1

Address Street 2

Address City

Address State/Province

Address Zip/Postal Code

Address Country

Create Call Log

SubjectRequired

Date/TimeRequired

DurationRequired

DirectionRequired

UserRequired

Contact

Matter

Notes

Tags

Create Event

SubjectRequired

Start Date/TimeRequired

End Date/TimeRequired

All Day Event?Required

UserRequired

Matter

Contact

Notes

Location

Tags

Create Expense Category

NameRequired

Create Matter

ContactRequired

Matter NameRequired

StatusRequired

UserRequired