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 new record is created or new or existing records when first added to a selected view.

Add a comment to an existing record in Airtable.

Create up to 10 new records (supports line items).

Find and update an existing record, or create a new one.

Delete a record in a table.

Update up to 10 records at once in a specific table.

Find a record in a table.

Find tables by searching for a keyword in table name or description.

Find bases by searching for a keyword in the base name. Only works with 5000 or fewer bases in the account.

List all records from a table with pagination support.

Find or Create Record

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 record is created or updated.

Creates a new record with auto-populating fields.

Create a new Airtable base in your workspace.

Create a new table in an existing Airtable base.

Update a record in a specific table.

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

Find a specific record using its unique ID.

Find a specific table using its unique ID.

Find a specific Airtable base by its ID.

Retrieve the complete schema for a base, including all tables and their field definitions.