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Case Status + PracticePanther Legal Software

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.

  1. When this happens...
    PracticePanther Legal SoftwarePracticePanther Legal Software
    New Task

    Triggers when a new task is created.

    TriggerScheduled
  2. automatically do this...
    PracticePanther Legal SoftwarePracticePanther Legal Software
    Find Matter

    Searches for a matter by name or number, or create one if not found.

    ActionSearch
  3. then do this!
    Case StatusCase Status
    Send Message

    Send a Message on a Case

    ActionWrite
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Supported triggers and actions

What does this mean?
case-status logo
case-status logo

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.
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Related categories

  • App Builder

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practicepanther-legal-software logo

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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