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 an outside Zap calls this Sub-Zap. Always used inside of a Sub-Zap. A later step in the Sub-Zap should be the "Return from a Sub-Zap" action.

Used inside of a Sub-Zap, this is the final step of a Sub-Zap and should be after the "Start a Sub-Zap" trigger.

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

Used outside of a Sub-Zap, this will activate a Sub-Zap, which should contain both the "Start a Sub-Zap" trigger and "Return from a Sub-Zap" action.