Docketwise + PracticePanther Legal Software Integrations

How to connect Docketwise + PracticePanther Legal Software

Zapier lets you send info between Docketwise and PracticePanther Legal Software automatically—no code required.

When this happens...

New Contact

Triggers when a new contact is created.

automatically do this!

Create Bank Account

Creates a bank account.

Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Update Contact
Triggers when a contact is updated.
Trigger
Scheduled
Create Contact
Creates a new Contact
Action
Write
Update Contact
Updates an existing contact.
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Scheduled

New Bank Account
Get Bank Accounts.
Trigger
Scheduled
New Call Log
Triggers when a new call log is created.
Trigger
Scheduled

New Email
Triggers when a new email is created.
Trigger
Scheduled

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 + 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.