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 an campaign email to someone bounces (ie. could not be delivered).

Triggers when someone opens an email from one of your Campaigns.

Triggers when a transactional message bounces.

Sends a smart transactional email.

Remove a subscriber from a list.

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

Find or Create Subscriber

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 someone clicks through an email from one of your Campaigns.

Triggers when a list is added for a client.

Triggers when a new subscriber is added to a list.

Triggers when a someone unsubscribes from a list.

Create a new subscriber on a list.

Update a subscriber on a list.

Find a subscriber by email within a given list.