Initiates the activation of a user activated workflow as part of an automated workflow process.

Creates a new company or organizational contact. Useful for client intake, corporate record management, and linking to matters or leads.

Schedules a new event in the calendar. Facilitates appointment setting, court dates, or task deadlines within your legal workflow.

Creates a flat fee billing entry associated with a specific legal matter.

Adds a new note to a lead record, supporting enhanced lead tracking and context.

Adds a comment or internal note to an existing matter. Use this to log updates, capture insights, or maintain audit trails within the matter record.

Initiates a new legal matter with associated metadata. Perfect for starting new casework, assigning responsible parties, and launching related workflows.

Logs a new time entry for billing or internal tracking purposes. Enables timekeeping consistency across client matters and billing workflows.

Updates information for an existing lead record. Supports lead management workflows by reflecting the most recent status or engagement details.

Modifies the details of an existing individual contact, ensuring up-to-date contact information.

Searches for and returns the most recently created contact that matches a specified custom field value.

Retrieves an existing lead based on search criteria. Use this to reference, update, or act upon known prospective clients.

Locates the latest matter associated with a given client email address.

Retrieves details of a team member based on user identification criteria.

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.

Generates a new communication entry, such as an email, phone call, or internal message.

Adds a new note to an existing contact profile, enhancing client relationship documentation.

Records a new expense item in the system. Useful for logging reimbursable costs, hard/soft disbursements, or firm-related expenditures.

Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.

Creates a new lead associated with a company or organization. Ideal for managing potential corporate clients from initial inquiry to engagement.

Creates a new task associated with an existing matter. Ideal for assigning follow-ups, setting reminders, or initiating procedural steps within the matter workflow.

Creates a new individual contact in the system. Supports contact management, client onboarding, or record keeping for individuals.

Modifies the details of an existing company contact. Maintain up-to-date corporate records and ensure consistency across linked matters.

Applies updates to an existing legal matter, reflecting changes in status, assignments, or related details.

Updates the properties or status of a task, enabling dynamic task management and progress tracking.

Retrieves a specific invoice by using identifiers such as Client ID, Matter ID, or Invoice Number.

Identifies the most recently created matter based on a specified custom field criterion.

Locates a specific stage within a given pipeline by name. Ideal for assigning leads or matters to the correct phase of your process.

Searches for a pipeline in your team’s workspace by name. Useful for dynamic task or lead routing based on specific workflows.

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.