Triggers when a Task becomes due, but it not yet completed.

Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.

Edit fields, stage, assigned to, name and notes on an existing box.

Retrieve a file by providing the file key.

Link multiple boxes together.

Update a contact by providing a contact key.

Find a box by name, key, or fuzzy query.

Searches for an existing organization.

Retrieves the detailed person object including history records such as employment, marriage etc.,

Send the intake to the client or lead.

Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.

Create a new box.

Edit a task by providing box key and task text or by providing a task key.

Gets a full unified thread given a thread key.

Create a new Meeting or Call Log on a box.

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

Searches for an existing contact by contact key, box key, or other information (like email address).

Find or Create Box

This integration enables users to post new Leads to CampLegal platform.

Retrieves the detailed person with family members