Assign a Task Template List.

Creates a 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 whenever a selected task is run and finished.

Runs a selected Actor task.

Runs a scraper for the website and returns its content as text, markdown and HTML. This action is made for getting content of a single page, for example, to use in large language models (LLM) flows.

Gets a record from a key-value store.

Finds the most recent task run with a specific status.

Updates an existing company contact.

Generate a document from a document template and attach it to a matter.

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 whenever a selected Actor is run and finished.

Runs a selected Actor.

Creates a new or updates an existing record in a key-value store.

Fetches items from a dataset.

Finds the most recent Actor run with a specific status.