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PracticePanther Legal Software
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Salesforce
CRM (Customer Relationship Management)
PracticePanther Legal Software
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Salesforce
CRM (Customer Relationship Management)
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New File Activity
Triggers when there is a new file added by a client to any case on your firm.
Try ItTriggerPolling - CaseRequired
- Integration Id
ActionWrite- Readable IDRequired
- Client Phone NumberRequired
- Create New ClientRequired
- Client Email
- Client First Name
- Client Last Name
- Description
- Closed Date
- Case Date
- AttorneyRequired
- Case Type
- Case Status
- Paralegal
- Integration Id
ActionWrite- Case IDRequired
- Integration ID
- Message ContentRequired
ActionWrite
- New Client Communication Activity
Triggers when there is new client communication activity on any case on your firm.
Try ItTriggerPolling - Case IdRequired
- Appointment Integration IdRequired
- Appointment TypeRequired
- Date and TimeRequired
- Appointment TitleRequired
- Provider Type
- Provider Name
- Office Name
- Address/URL
- Description
- Attendees
ActionWrite- Readable IDRequired
- Integration Id
- Create New ClientRequired
- Client Phone Number(s)Required
- Client Email
- Client First Name
- Client Last Name
- Primary AttorneyRequired
- Attorney Email List
- Paralegal Email List
- Closed Date
- Case Date
- Case Type
- Case Status
- Description
ActionWrite- Case IDRequired
- Integration ID
- Status Name
- Stop Zap if Status not FoundRequired
- Stop Zap if Case not FoundRequired
ActionWrite
Case Status Help & Support
Common questions
Related categories