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 any Contact Fields of a Contact are updated.

Triggers when a conversation is opened.

Triggers when a message is received.

Adds a comment to a conversation.

Adds Tag(s) for a Contact

Creates a Custom Field.

Deletes a Contact.

Removes Tag(s) for a Contact

Unassign contact lifecycle stage.

Updates the assignee of a conversation.

Update contact lifecycle stage.

Return all the channels of a Workspace.

Return all the Custom Fields of a Workspace.

Finds a specific Contact by identifier.

Finds a specific message by identifier.

Return multiple Contacts that matches with the search condition.

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 conversation is closed.

Triggers when a message is sent.

Adds space tag

Creates a Contact. Leave the contact field empty if you want to store an empty value. It is highly recommended to add a delay before executing a new action after creating a new contact, as processing time is required.

Creates or updates a Contact. Leave the contact field empty if you want to store an empty value or remain the existing value. It is highly recommended to add a delay before executing a new action after creating a new contact, as processing time is required.

Deletes space tag

Sends a message to a Contact.

Updates Contact Field(s) of a Contact. Leave the contact field empty if you want to remain the existing value.

Updates the status of a conversation.

Updates space tag

Return all the Closing Notes of a Workspace.

Return all the users of a Workspace.

Find connected Channels of a Contact.

Finds a specific Contact Field.

Finds a specific user by identifier.