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 record, such as a person, company or deal, is added to a list.

Triggers when an attribute on a list entry is updated.

Triggers when a record, such as a person, company or deal, is deleted.

Creates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.

Creates a new note on a given record.

Connects a folder from a file provider (eg. Dropbox) to a record.

Deletes an existing entry from a specified list.

Update values on a person, company or other record.

Finds entries in a list by list attributes. This will return the entries and their parent record data if 1 or more matches exist. If no matches are found, this will return an empty array.

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 removed a list.

Triggers when a record, such as a person, company or deal, is created.

Triggers when values on a record, such as a person, company or deal, are updated.

Creates or updates a list entry by parent record. If an entry for the parent record already exists, it will be updated. Otherwise, it will be created. If multiple entries for the record exist in the list, an error will occur.

Add a record to a specified list and set values for the new entry.

Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.

Creates a new task.

Updates values on an existing entry in a specified list.

Updates an existing task.

Finds records using one or more attributes.