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

Get details of past order by ID.

Triggers when a Recipient is added to one of your mailing lists via the API, Zapier, landing pages, retargeting, or card builder manual add.

Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.

Sends a giftcard to a customer using the provided template ID or a body, as well as contact and address information.

Sends a letter to multiple customers using the provided template ID or a body, as well as an address to search for nearest neighbors. There is a $.05 lookup fee for each record.

Immediately sends a Notecard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Immediately sends a postcard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Immediately sends a Windowless Letter. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Deletes a Recipient from Mailing List.

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 postcard, letter, notecard, or giftcard is delivered to a recipient.

Triggers when a QR Code on a postcard, letter, or notecard is scanned. This will also trigger when a giftcard is redeemed.

Immediately sends a 6x11 postcard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Immediately sends a Windowed Letter. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Immediately sends a 6x9 Postcard w/ Business Card Magnet. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.

Sends a notecard to multiple customers using the provided template ID or a body, as well as an address to search for nearest neighbors. There is a $.05 lookup fee for each record.

Sends a postcard to multiple customers using the provided template ID or a body, as well as an address to search for nearest neighbors. There is a $.05 lookup fee for each record.

Sends a windowless letter to multiple customers using the provided template ID or a body, as well as an address to search for nearest neighbors. There is a $.05 lookup fee for each record.

Lookup recipient's street address using email address. This only returns the street address - it does not add to a mailing list. To add to a mailing list, use the "Add Recipient" Action.