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

Add a new Candidate.

Add a new contact.

Add a new hotlist.

Add a new job.

Add a new note.

Adds new record to a hotlist.

Opt-in or Opt-out candidate from email

Deletes an invoice by ID.

Enroll Candidate in Sequence

Gets a single invoice by ID.

Mark Candidates as Off Limit with reason

Mark Companies as Off Limit with reason

Mark Contacts as Off Limit with reason

Unenroll Candidate From Sequence

Updates a call log.

Update the candidate's hiring stage for a job. Optionally enable 'Create Placement' to also create a placement for this candidate-job.

Updates a company.

Updates a deal.

Updates an existing invoice.

Updates a meeting.

Updates an existing placement.

Uploads file to file section of an entity

Finds a candidates based on first name, last name, email, Linkedin profile, contact number, state, country, candidate created date, candidate updated date, owner id, owner name and owner email.

Finds a contact based on first name, last name, email, Linkedin , contact number, companyslug, contact created date, contact updated date, owner id, owner name, owner email.

Finds an enrollment based on enrollment ID, sequence ID, prospect slug, enrollment status

Finds invoices by issue date, due date, invoice ID, status, created by, and associated entity slugs (contact, candidate, job, deal, company).

Finds a meeting based on meeting title, related entity, meeting date, meeting created date, meeting updated date, owner id, owner name and owner email.

Find placements by Placement ID, candidate, company, job, deal, contact, created date range, or created by user.

Finds a user based on user first name, user last name, user contact number, user email and user id.

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

Add a new Company.

Add a new deal.