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 custom entity is created.

Triggers when a case/incident has been updated.

Triggers when an invoice is updated.

Triggers when a lead has been updated.

Triggers when an opportunity has been updated.

Triggers when an order is updated.

Creates a new account.

Creates a new contact.

Creates a new case/incident.

Creates a new invoice.

Creates a new opportunity.

Updates an account.

Updates a contact.

Updates a Case/Incident.

Updates a lead.

Updates a order.

Finds an account by name.

Finds a custom entity give.

Finds a campaign response.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Finds an account by name.

Finds a custom entity give.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

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 an account is updated.

Triggers when a contact is updated.

Triggers when a quote is updated.

Creates a new campaign.

Creates a new campaign response.

Creates a new custom entity.

Creates a new lead.

Creates a new order.

Updates an existing campaign response.

Updates a custom entity.

Updates an invoice.

Updates an opportunity.

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

Finds a contact by email address or other searchable field.

Finds a campaign by name.

Finds all leads that match the search criteria.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Finds a contact by email address or other searchable field.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.