Docketwise + PracticePanther Legal Software Integrations
How to connect Docketwise + PracticePanther Legal Software
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New ContactTriggers when a new contact is created.Trigger- Update ContactTriggers when a contact is updated.Trigger
- Create ContactCreates a new ContactAction
- Update ContactUpdates an existing contact.Action
New ContactTriggers when a new contact is created.Trigger- New Bank AccountGet Bank Accounts.Trigger
- New Call LogTriggers when a new call log is created.Trigger
- New EmailTriggers when a new email is created.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 Docketwise + PracticePanther Legal Software Integrations Work
- Step 1: Authenticate Docketwise and PracticePanther Legal Software.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Docketwise
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