Send messages in Case Status for newly created tasks in PracticePanther Legal Software
Make sure your clients get a follow-up message with this Zapier automation. This will help automate a message to your client once a new task has been created for a PracticePanther Legal Software matter.
Make sure your clients get a follow-up message with this Zapier automation. This will help automate a message to your client once a new task has been created for a PracticePanther Legal Software matter.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this...Find Matter
Searches for a matter by name or number, or create one if not found.
- then do this!Send Message
Send a Message on a Case
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