involve.me + PracticePanther Legal Software

Create new contacts in PracticePanther Legal Software for completed involve.me submissions

Streamline your client intake process by connecting involve.me with PracticePanther Legal Software. This efficient workflow automatically creates a new contact in PracticePanther whenever a submission is marked as complete in involve.me, saving you time and keeping your client information organized. Enhance your law practice's client management with this seamless automation.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
ActionWrite

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More things you can do with involve.me and PracticePanther Legal Software

Discover other triggers and actions you can use with involve.me and PracticePanther Legal Software

- involve.me Funnel
  Required
Trigger
Instant
Try It
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
- Assigned To
- Tag
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned to User
Trigger
Polling
Try It

New Expense Category
Triggers when a new expense category is created.
Trigger
Polling
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New Item
Triggers when a new item is created.
Trigger
Polling
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- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It
- Contact
- Matter
- Billed By
Trigger
Polling
Try It
- User
  Required
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Write
- Subject
  Required
- Date/Time
  Required
- Duration
  Required
- Direction
  Required
- User
  Required
- Contact
- Matter
- Notes
- Tags
Action
Write
- Subject
  Required
- Start Date/Time
  Required
- End Date/Time
  Required
- All Day Event?
  Required
- User
  Required
- Matter
- Contact
- Notes
- Location
- Tags
Action
Write
- Name
  Required
Action
Write
- Contact
  Required
- Matter Name
  Required
- Status
  Required
- User
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Write
- User
  Required
- Subject
  Required
- Contact
- Matter
- Status
- Notes
- Due Date
- Tags
Action
Write
- Search Text
  Required
Action
Search
- Email Address
  Required
Action
Search
- Contact
- Search Text
  Required
- Contact
  Required
- Matter Name
  Required
- Status
  Required
- User
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Search or write

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
New Bank Account
Get Bank Accounts.
Trigger
Polling
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- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
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- Matter
- Billed By
- Expense Category
- Contact
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It
- Assigned To
- Contact Tag
- Matter Tag
- Status
- Contact
Trigger
Polling
Try It
- Matter
- Account Type
- Contact
Trigger
Polling
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Type
  Required
- Name
  Required
Action
Write
- From - Email Address
  Required
- To - Email Address
  Required
- To - Display Name
- Subject
  Required
- Date
  Required
- Contact
- Matter
- Body
  Required
- From - Display Name
Action
Write
- Contact
- Quantity
- Matter
  Required
- Date
  Required
- Price
- Billable?
  Required
- Description
- Billed By
- Category
Action
Write
- Name
  Required
- Rate
  Required
- Code
- Description
Action
Write
- Date
  Required
- Subject
  Required
- User
  Required
- Contact
- Matter
- Note
- Tags
Action
Write
- Contact
  Required
- Matter
  Required
- Billed By
  Required
- Billable?
  Required
- Date
  Required
- Hourly Rate
- Description
- Hours
- Item
- Private Notes
Action
Write
- Contact
- Search Text
  Required
Action
Search
- Search Text
  Required
- User
  Required
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Search or write

About involve.me

involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.

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