Case Status + PracticePanther Legal Software

Case Status + PracticePanther Legal Software integrations

Create new Practice Panther matter notes for new Case Status messages

This Zapier automation helps your firm house messages in Practice Panther. A new note within the matter will be created when the client sends a message from Case Status.

When this happens...
New Client Communication ActivityTriggers when there is new client communication activity on any case on your firm.
TriggerPolling
automatically do this...
Find MatterSearches for a matter by name or number, or create one if not found.
ActionSearch
then do this!
Create NoteCreates a note.
ActionWrite

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More things you can do with Case Status and PracticePanther Legal Software

Discover other triggers and actions you can use with Case Status and PracticePanther Legal Software

New File Activity
Triggers when there is a new file added by a client to any case on your firm.
Trigger
Polling
Try It
- Case
  Required
- Integration Id
Action
Write
- Readable ID
  Required
- Client Phone Number
  Required
- Create New Client
  Required
- Client Email
- Client First Name
- Client Last Name
- Description
- Closed Date
- Case Date
- Attorney
  Required
- Case Type
- Case Status
- Paralegal
- Integration Id
Action
Write
- Case ID
  Required
- Integration ID
- Message Content
  Required
Action
Write
- Assigned To
- Tag
Trigger
Polling
Try It

- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned to User
Trigger
Polling
Try It

New Expense Category
Triggers when a new expense category is created.
Trigger
Polling
Try It
New Item
Triggers when a new item is created.
Trigger
Polling
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It
- Contact
- Matter
- Billed By
Trigger
Polling
Try It
- User
  Required
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Write
- Subject
  Required
- Date/Time
  Required
- Duration
  Required
- Direction
  Required
- User
  Required
- Contact
- Matter
- Notes
- Tags
Action
Write
- Subject
  Required
- Start Date/Time
  Required
- End Date/Time
  Required
- All Day Event?
  Required
- User
  Required
- Matter
- Contact
- Notes
- Location
- Tags
Action
Write
- Name
  Required
Action
Write
- Contact
  Required
- Matter Name
  Required
- Status
  Required
- User
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Write
- User
  Required
- Subject
  Required
- Contact
- Matter
- Status
- Notes
- Due Date
- Tags
Action
Write
- Search Text
  Required
Action
Search
- Email Address
  Required
Action
Search
- Contact
- Search Text
  Required
- Contact
  Required
- Matter Name
  Required
- Status
  Required
- User
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Search or write

New Client Communication Activity
Triggers when there is new client communication activity on any case on your firm.
Trigger
Polling
Try It
- Case Id
  Required
- Appointment Integration Id
  Required
- Appointment Type
  Required
- Date and Time
  Required
- Appointment Title
  Required
- Provider Type
- Provider Name
- Office Name
- Address/URL
- Description
- Attendees
Action
Write
- Readable ID
  Required
- Integration Id
- Create New Client
  Required
- Client Phone Number(s)
  Required
- Client Email
- Client First Name
- Client Last Name
- Primary Attorney
  Required
- Attorney Email List
- Paralegal Email List
- Closed Date
- Case Date
- Case Type
- Case Status
- Description
Action
Write
- Case ID
  Required
- Integration ID
- Status Name
- Stop Zap if Status not Found
  Required
- Stop Zap if Case not Found
  Required
Action
Write
New Bank Account
Get Bank Accounts.
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
- Matter
- Billed By
- Expense Category
- Contact
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It
- Assigned To
- Contact Tag
- Matter Tag
- Status
- Contact
Trigger
Polling
Try It
- Matter
- Account Type
- Contact
Trigger
Polling
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Type
  Required
- Name
  Required
Action
Write
- From - Email Address
  Required
- To - Email Address
  Required
- To - Display Name
- Subject
  Required
- Date
  Required
- Contact
- Matter
- Body
  Required
- From - Display Name
Action
Write
- Contact
- Quantity
- Matter
  Required
- Date
  Required
- Price
- Billable?
  Required
- Description
- Billed By
- Category
Action
Write
- Name
  Required
- Rate
  Required
- Code
- Description
Action
Write
- Date
  Required
- Subject
  Required
- User
  Required
- Contact
- Matter
- Note
- Tags
Action
Write
- Contact
  Required
- Matter
  Required
- Billed By
  Required
- Billable?
  Required
- Date
  Required
- Hourly Rate
- Description
- Hours
- Item
- Private Notes
Action
Write
- Contact
- Search Text
  Required
Action
Search
- Search Text
  Required
- User
  Required
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Search or write

About Case Status

Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.

HelpHelp

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About PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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