Convert an existing lead to contact and account

Update existing entry in the selected module

Finds an entry in a module

Create module entry if entry does not exist

Triggers when a new contact is created.

Updates an existing company contact.

Creates a new communication.

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

Creates a new entry in a module

Relates an entry in this module with an entry in another module

Finds multiple entries in a module (with line item support)

Triggers when the status of a matter has changed.

Assign a Task Template List.

Creates a new calendar entry.

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