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 Box is moved between Pipelines.

Triggers when a Field on a Box is updated.

Triggers when a Comment is made on a Box in a Pipeline.

Triggered when a new box is created.

Triggers when a Task is completed.

Triggers when a Task becomes due, but it not yet completed.

Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.

Create a comment on a box.

Edit fields, stage, assigned to, name and notes on an existing box.

Retrieve a file by providing the file key.

Link multiple boxes together.

Update a contact by providing a contact key.

Find a box by name, key, or fuzzy query.

Searches for an existing organization.

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 a box changes Stage.

Triggers when the counter for emails received on a box changes.

Triggered when a contact is updated.

Triggered when a new contact is created.

Triggers when a Task is created.

Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.

Create a new box.

Create a new Task on a Box.

Edit a task by providing box key and task text or by providing a task key.

Gets a full unified thread given a thread key.

Create a new Meeting or Call Log on a box.

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

Searches for an existing contact by contact key, box key, or other information (like email address).

Find or Create Box