Create contacts in PracticePanther Legal Software from new Intaker chats
Effortlessly manage client communication in your legal practice with this Intaker and PracticePanther Legal Software integration. When a new chat takes place in the Intaker app, the workflow will automatically create a new contact in your PracticePanther account, ensuring you stay organized and maintain efficient record-keeping. Save time, reduce manual data entry, and improve client management with this seamless automation.
Effortlessly manage client communication in your legal practice with this Intaker and PracticePanther Legal Software integration. When a new chat takes place in the Intaker app, the workflow will automatically create a new contact in your PracticePanther account, ensuring you stay organized and maintain efficient record-keeping. Save time, reduce manual data entry, and improve client management with this seamless automation.
- When this happens...New Chat
Triggers when a new chat is received by Intaker.
- automatically do this!Create Contact
Creates a contact.
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