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Updates a company

Creates a new intake with an existing claimant

Creates a new note

Removes an involvement from a matter

Updates an existing matter with key fields

Updates an existing note

Updates an existing Request (Correspondence) record by ID. Only provided fields are changed.

Finds a company by its name

Finds an intake encounter type by its name

Finds a language by its name

Finds a marketing source by its name

Finds a matter status by its name

Finds a matter type by its name

Finds a note topic by its name

Finds a questionnaire by its name

Finds a person entity

Find a request or correspondence by matter ID, request status, dates, or other criteria.

Creates a new intake

Adds an involvement to a matter

Creates a new reminder within a Matter

Creates a new person entity

Updates an existing involvement in a matter

Updates a person entity

Upload a file or document and attach it to an existing Correspondence in GrowPath.

Finds an email type by its name

Finds an involvement type by its name

Finds a ledger type by its name

Finds a matter by entity ID, entity's email address, or phone number

Finds a matter tag by its name

Search notes by matter ID and optional text filter

Finds a phone type by its name

Finds a question by its name

Find attachment(s) that are related to a request

Finds a state of incident by its name

Queues an outbound call request. Once triggered, this action will add a recipient with name, number, email address, and timing to the outbound call queue, and we'll give them a call!