Assign a Task Template List.

Creates a company contact.

Creates a new folder in a matter.

Creates a new matter note.

Creates a new task.

Updates an existing person contact.

Updates a task.

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

Find a company contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find a matter by number, display number, description, or client name.

Find a user by name.

Find or Create a Matter

Triggers when a new broadcast is created.

Triggers when a new contact is created.

Triggers when a new event is created.

Triggers when an invoice is paid.

Triggers when a new ticket is created.

Creates a new company, updates an existing company if exists.

Creates a new CRM activity for a contact.

Creates a new event.

Creates a new opportunity for a contact.

Updates an existing company contact.

Creates a new expense entry.

Creates a new matter.

Creates a person contact.

Creates a new time entry.

Update an existing matter.

Upload document to matter.

Finds a Bill by Client ID, Matter ID or Invoice number.

Find newest matter by client email.

Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find or Create Company Contact

Find or Create Person Contact

Triggers when a new company is created within a group.

Triggers when a new CRM activity is created.

Triggers when a new invoice is created.

Triggers when a new opportunity is created.

Activates a workflow for a contact.

Creates a new contact, updates an existing contact if exists.

Creates a new custom object for a contact.

Creates a new invoice.

Queues a broadcast email.