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 new contact is created.

Creates a new company.

Creates a new person.

Creates a new deal.

Stops sequence enrollments for a given lead.

Creates a new lead.

Creates a new note for an existing lead, contact or deal.

Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.

Finds a company by Company ID, name or email address.

Finds a person by Person ID, name or email address.

Finds a deal source by ID or name.

Finds a lead source by ID or name.

Finds a sequence by Sequence ID or name. Requires Reach add-on.

Finds a user by ID, email or name.

Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.

Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.

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 an existing contact is updated.

Triggers when a deal enters a new stage.

Triggers when a new note is created.

Triggers when a new task is created.

Updates an existing company.

Updates an existing person.

Updates an existing deal.

Creates a sequence enrollment for a given lead. Requires Reach add-on.

Updates an existing lead.

Creates a new product in catalog. Requires Sell Enterprise Plan or higher.

Creates a new task.

Finds a contact by Contact ID, name or email address.

Finds a deal by Deal ID or name.

Finds a lead by ID, company name, name or email address.

Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.

Finds a deal stage by ID or name.

Finds a company by Company ID, name or email address. Optionally, create one if none are found.

Finds a deal by Deal ID or name. Optionally, create one if none are found.

Finds a product by ID, name or SKU. Optionally, create one if none are found. Requires Sell Enterprise Plan or higher.