DocuSign + PracticePanther Legal Software + Google Drive Integrations
How to connect DocuSign + PracticePanther Legal Software + Google Drive
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Do even more with DocuSign + PracticePanther Legal Software + Google Drive
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, PracticePanther Legal Software, and Google Drive. And don’t forget that you can add more apps and actions to create complex workflows.
Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.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
- New EventTriggers when a new event is created.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
- Google Drive
Triggers when any new file is added (inside of any folder).
Scheduled
Trigger
- Google Drive
Triggers when a new file is added directly to a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Drive
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Drive
Triggers when a file is updated in a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Drive
Create a copy of the specified file.
Scheduled
Action
- Google Drive
Copies an existing file from another service to Google Drive.
Scheduled
Action
- Google Drive
Create a new, empty folder.
Scheduled
Action
- Google Drive
Move a file from one folder to another.
Scheduled
Action
- Google Drive
Create a new file from plain text.
Scheduled
Action
- Google Drive
Upload a file to Drive, that replaces an existing file.
Scheduled
Action
- Google Drive
Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.
Scheduled
Action
- Google Drive
Create a shortcut to a file.
Scheduled
Action
- Google Drive
Search for a specific file by name.
Scheduled
Action
- Google Drive
Search for a specific folder by name.
Scheduled
Action
- Google Drive
Finds or creates a specific file v2.
Scheduled
Action
- Google Drive
Finds or creates a specific folder v2.
Scheduled
Action
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How DocuSign + PracticePanther Legal Software + Google Drive Integrations Work
- Step 1: Authenticate DocuSign, PracticePanther Legal Software, and Google Drive.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.
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