Assign a Task Template List.

Creates a company contact.

Creates a new folder in a matter.

Creates a new matter note.

Creates a new task.

Updates an existing person contact.

Updates a task.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find a company contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find a matter by number, display number, description, or client name.

Find a user by name.

Find or Create a Matter

Triggers when a Custom Object record is created or updated.

Triggers when a deal task has been completed.

Triggers when a contact clicks a link in a campaign message (will only run once for each unique link).

Triggers when a new campaign starts sending.

Triggers when a new contact note is added.

Triggers whenever a contact is added to a list.

Triggers when a new contact is created or an existing contact's details are updated.

Creates a new account.

Creates a new account or updates an existing account.

Creates a new deal.

The contact will be removed from this active automation

Adds a contact to an ActiveCampaign account

Add or remove a tag from a Contact

Creates a new custom object record or update an existing record

Creates a new deal.

Creates or updates a deal task

Start an outbound WhatsApp messaging flow for a phone number.

Creates a custom website or application event.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a contact by email address, ID, or phone.

Finds an existing deal by title or email.

Finds a deal task.

Search for a WhatsApp Template to use.

Updates an existing company contact.

Creates a new expense entry.

Creates a new matter.

Creates a person contact.

Creates a new time entry.

Update an existing matter.

Upload document to matter.

Finds a Bill by Client ID, Matter ID or Invoice number.

Find newest matter by client email.

Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find or Create Company Contact

Find or Create Person Contact

Triggers when a custom object record is deleted in ActiveCampaign

Triggers when a contact email address bounces from a sent campaign.

Triggers when a contact opens a campaign (will trigger once per contact per campaign).

Triggers when a contact unsubscribes as a result of a campaign email sent to them.

Triggers when a new contact task is created.

Triggers when a new contact is created.

Triggers when an existing contact details are updated.

Triggers when a a Tag is added or removed from a Contact

Updates an account.

Creates a new contact, or updates an existing contact.

Adds an existing contact into any automation.

Creates and sends a new campaign.

Adds new contact note.

Creates or updates a contact task

With a deal ID and a contact ID set the corresponding contact as a secondary on the deal. Optionally set the role. If the Deal has no Primary contact set, this contact will be set as Primary if you DO NOT select a role.

Adds a note to a deal.

Updates an existing deal.

Subscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with.

Send a Whatsapp approved template to any number

Finds account by name.

Finds a contact task.

Looks for a Deal and if found, returns the User that owns the Deal

Finds a user by email address.