Apptoto + PracticePanther Legal Software Integrations

How to connect Apptoto + PracticePanther Legal Software

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Supported triggers and actions

What does this mean?

Appointment Scheduled
Triggers when an appointment is scheduled through an Apptoto Booking Page
Trigger
Instant
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Message Sent
Triggers when a message is sent in Apptoto
Trigger
Instant
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Participant Check-In State Changed
Trigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)
Trigger
Instant
Try It
Payment Processed
Triggers when a payment charged or captured via Apptoto
Trigger
Instant
Try It
- Contact ID
- External Contact ID
- Email Address
- Phone Number
- Address Book ID
- Address Book Name
- Contact Name
- Zip Code
- SMS Preference
- Voice Preference
- Email Preference
- Notes
Action
Write

- Contact ID
- External Contact ID
Action
Write
- Email Address
- Phone Number
Action
Search

- 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
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New Item
Triggers when a new item is created.
Trigger
Scheduled
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- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
Try It
- Matter
- Contact
Trigger
Scheduled
Try It
- Contact
- Matter
- Billed By
Trigger
Scheduled
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- 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

Message Received
Triggers when a message is received in Apptoto
Trigger
Instant
Try It
Participant Booking State Changed
Trigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)
Trigger
Instant
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Participant Reminder State Changed
Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)
Trigger
Instant
Try It
Payment Refunded
Triggers when a payment is refunded via Apptoto
Trigger
Instant
Try It
- Event ID
- External Event ID
- Calendar ID
- Calendar Name
- Event Title
- Event Start Time
- Event End Time
- Event Timezone
- Event Location
- Event Content
- All Day?
- Contact ID
- Participant States (e.g. reminded, arrived, noshow)
- External Contact ID
Action
Write
- Event ID
- External Event ID
Action
Write
- Event Id
- Event External Id
- Calendar ID
Action
Search
New Bank Account
Get Bank Accounts.
Trigger
Scheduled
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- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
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- 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

How Apptoto + PracticePanther Legal Software Integrations Work

Step 1: Authenticate Apptoto and PracticePanther Legal Software.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Apptoto + PracticePanther Legal Software

About Apptoto

For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online scheduling

Learn more

Related categories

Calendar

About PracticePanther Legal Software

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

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

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Apptoto + PracticePanther Legal Software Integrations

How to connect Apptoto + PracticePanther Legal Software

Connect your apps and automate workflows

Appointment Scheduled

Message Sent

Participant Check-In State Changed

Payment Processed

Create or Update Contact

Contact ID

External Contact ID

Email Address

Phone Number

Address Book ID

Address Book Name

Contact Name

Zip Code

SMS Preference

Voice Preference

Email Preference

Notes

Remove Contact

Contact ID

External Contact ID

Find a Contact

Email Address

Phone Number

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

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

Create Call Log

SubjectRequired

Date/TimeRequired

DurationRequired

DirectionRequired

UserRequired

Contact

Matter