• Dovetail logoDovetail logo
  • PracticePanther Legal Software logoPracticePanther Legal Software logo

Dovetail + PracticePanther Legal Software Integrations

How to connect Dovetail + PracticePanther Legal Software

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  • Dovetail triggers, actions, and search
    New Insight
    Triggers when a new insight is published.
    Trigger
    Scheduled
  • Dovetail triggers, actions, and search
    New Project
    Triggers when a new project is created.
    Trigger
    Scheduled
  • Dovetail triggers, actions, and search
    Updated Project
    Triggers when a project is updated.
    Trigger
    Scheduled
  • Dovetail triggers, actions, and search
    Create Note
    Creates a new note in a Dovetail project.
    Action
    Write
  • Dovetail triggers, actions, and search
    Create Person
    Creates a new person in Dovetail.
    Action
    Write
  • PracticePanther Legal Software triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Bank Account
    Get Bank Accounts.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Call Log
    Triggers when a new call log is created.
    Trigger
    Scheduled
  • 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 Dovetail + PracticePanther Legal Software Integrations Work

  1. Step 1: Authenticate Dovetail 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.
dovetail logo
dovetail logo

About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
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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