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  • PracticePanther Legal Software logoPracticePanther Legal Software logo

Delighted + PracticePanther Legal Software Integrations

How to connect Delighted + PracticePanther Legal Software

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  • Delighted triggers, actions, and search
    New Response
    Triggers when a new response is received in this Delighted Project.
    Trigger
    Scheduled
  • Delighted triggers, actions, and search
    New Unsubscribe
    Triggers when a person unsubscribes from Delighted surveys.
    Trigger
    Scheduled
  • Delighted triggers, actions, and search
    Add Person to Email Autopilot
    Adds a person to the Email platform Autopilot list and schedules a survey for future sending. Updates the person's properties if the person is already in the Autopilot list.
    Action
    Write
  • Delighted triggers, actions, and search
    Add Person to SMS Autopilot
    Adds a person to the SMS platform Autopilot list and schedules a survey for future sending. Updates the person's properties if the person is already in the Autopilot list.
    Action
    Write
  • Delighted triggers, actions, and search
    Add Person
    Creates a person in Delighted but does not send a survey. Only use this Action if you plan on programmatically adding responses to Delighted. Otherwise, use our Actions for "Send Email Survey" or "Send SMS Survey" to actually dispatch a survey.
    Action
    Write
  • Delighted triggers, actions, and search
    Add Response
    Creates a response in Delighted. This should only be used if programmatically adding responses to Delighted (ex. using our Add Person + Add Response Zaps). Otherwise, use our "Send Email Survey" or "Send SMS Survey" Actions to dispatch a survey. Adding responses requires a person ID and score at minimum.
    Action
    Write
  • Delighted triggers, actions, and search
    Remove Person From Email Autopilot
    Removes a person from the Email platform Autopilot list and cancels all related scheduled surveys. Does not affect any historical responses.
    Action
    Write
  • Delighted triggers, actions, and search
    Remove Person From SMS Autopilot
    Removes a person from the SMS platform Autopilot list and cancels all related scheduled surveys. Does not affect any historical responses.
    Action
    Write
  • Delighted

    Sends an Email platform survey

    Scheduled

    Action

  • Delighted

    Send SMS platform survey

    Scheduled

    Action

  • Delighted

    Add a person to your unsubscribe list.

    Scheduled

    Action

  • Delighted

    Finds a Person record in your Delighted instance. Not required if you're adding a person using the "Add Person" Action.

    Scheduled

    Action

  • Delighted

    Retrieves the current Autopilot configuration for the desired platform (Email or SMS).

    Scheduled

    Action

  • Delighted

    List all Autopilot memberships for the desired platform (Email or SMS), or list the Autopilot membership status for one specific person within the desired platform.

    Scheduled

    Action

  • Delighted

    Provides your account's metrics for a specific Project. By default, we'll return results based on your

    Scheduled

    Action

  • Delighted

    Finds a Person record in your Delighted instance. Not required if you're adding a person using the "Add Person" Action.

    Scheduled

    Action

  • PracticePanther Legal Software

    Triggers when a new contact is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Get Bank Accounts.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new call log is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new email is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new event is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new expense is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new expense category is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new invoice is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new item is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new matter is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new note is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new payment is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    New Relationship.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new task is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new time entry is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new user is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Creates a contact.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a bank account.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a call log.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an email.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an event.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an expense.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an expense category.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an item.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a matter.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a note.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a task.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a time entry.

    Scheduled

    Action

  • PracticePanther Legal Software

    Searches for a contact by email address, name, contact number or phone number, and can create one if not found.

    Scheduled

    Action

  • PracticePanther Legal Software

    Searches for a matter by name or number, or create one if not found.

    Scheduled

    Action

  • PracticePanther Legal Software

    Searches for a user by email address.

    Scheduled

    Action

  • PracticePanther Legal Software

    Find or Create Contact

    Scheduled

    Action

  • PracticePanther Legal Software

    Find or Create Matter

    Scheduled

    Action

How Delighted + PracticePanther Legal Software Integrations Work

  1. Step 1: Authenticate Delighted and PracticePanther Legal Software.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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delighted logo

About Delighted

Delighted is the easiest and most beautiful way to measure customer happiness.
Learn more

Related categories

practicepanther-legal-software logo
practicepanther-legal-software logo

About PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.
Learn more

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