Assign a Task Template List.

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

Triggers when a member or highlight word is mentioned in a channel. Requires installation of the

Triggers when a new message is posted in a channel. Requires installation of the

Creates a new channel within a team. Requires installation of the

Creates a new chat (one-on-one or group) and sends an initial message. If you select only yourself, no chat is created — the message is sent to your own Teams chat (shown as "(You)" in the Chat dropdown).

Creates a new private channel within a team. Requires installation of the

Posts an approval card to a chat or public channel and waits for someone to approve or decline it. Returns the decision, who responded, and any form inputs they filled in. Requires installation of the

Sends a message to an existing channel.

Sends a message with an adaptive card to a Teams chat or channel. Cards can include rich content, buttons, and interactive elements.

Soft-deletes a message in a chat. You can only delete messages you sent.

Updates your profile information including name, phone numbers, about me, and birthday. Note: Phone fields require admin-approved User-Phone.ReadWrite.All permission.

Finds a channel by its ID within a specified team and returns the channel details.

Finds a chat by its ID and returns the chat details including the member list.

Finds a team member by name or email.

Updates an existing company contact.

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

Triggers when a new channel is created within a team.

Triggers when a new message is received in a chat.

Triggers when a new member is added to a team. Requires installation of the

Triggers when a new reply is added to a message in a channel. Requires installation of the

Creates a new one-on-one chat between you and a team member.

Edit an existing message in a chat.

Creates a reply to a channel message.

Sends a message to a public channel from the Zapier bot. Requires installation of the

Sends a message to an existing chat.

Sets your availability status.

Updates an existing chat message that contains an adaptive card. You can replace the card, or disable its buttons to mark a decision (for example, after an approval).

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

Finds a channel message by its ID within a specified team and channel and returns the message details including any attachments.

Finds a chat message by its ID within a specified chat and returns the message details including any attachments.

Finds public channels by name within a team.