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 the status of a Brevo campaign is updated.

Triggers when a contact unsubscribes from an email campaign in Brevo.

Triggers when a deal is created.

Triggers when a Brevo campaign marketing email is hard bounced.

Triggers when a Brevo transactional email is hard bounced.

Triggers when a Brevo transactional email is opened.

Create a new company or update an existing one in Brevo.

Retrieve the details of a company in Brevo using either its name or ID as input. If a company name is provided and multiple companies share the same name, the most recently created one will be retrieved.

Check if a contact exists in Brevo and fetch the contact details. Contact can be found by email, mobile phone number, Brevo contact ID, external ID, Whatsapp ID and landline number.

Deletes the selected deal in Brevo using either its name or ID. If a deal name is provided and multiple deals share the same name, the most recently created one will be deleted.

Create event for selected contact.

Adds or updates associations to companies, deals or contacts in Brevo.

Sends an email from your Brevo account with HTML or plain text content.

Unsubscribe contact from the list(s) he belong to.

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 Brevo contact clicks on any link in a Brevo email campaign.

Triggers when a Brevo contact is subscribed to specific list(s).

Triggers when a Brevo contact is updated (either list(s) they belong to or contact data).

Triggers when a Brevo campaign marketing email is delivered.

Triggers when a Brevo campaign marketing email is opened.

Triggers when a Brevo transactional email is delivered.

This action is deprecated, use "Contact Create or Update" instead. Adds or updates a contact.

Deletes the selected company in Brevo using either its name or ID. If a company name is provided and multiple companies share the same name, the most recently created one will be deleted.

Creates or updates a contact

Create a new deal or update an existing one in Brevo.

Retrieve the details of a deal in Brevo using either its name or ID as input. If a deal name is provided and multiple deals share the same name, the most recently created one will be retrieved.

This action is deprecated, use "Search Contact" instead. Check if a contact exist in Brevo. Contact can be found by email, mobile phone number, Brevo contact ID, external ID, Whatsapp ID and landline number with priority in order as specified.

Removes associations between companies, deals, or contacts in Brevo.

Sends an transactional SMS from your Brevo account.

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