Triggers when a subscriber triggers a selected workflow.

Create a new subscribers group.

Remove subscriber from a specific group by email address.

Sets the contact's status to "Unsubscribed".

Search for a subscriber by email or name

Triggers when a new contact is created.

Updates an existing company contact.

Creates a new communication.

Generate a document from a document template and attach it to a matter.

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

Add existing subscriber to a specific group by email address.

Create a new subscriber or Update an existing subscriber based on their email.

Send a campaign to a subscriber group or segment.

Search for a group by name

Triggers when the status of a matter has changed.

Assign a Task Template List.

Creates a new calendar entry.

Creates a 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