Initiates the activation of a user activated workflow as part of an automated workflow process.

Creates a new company or organizational contact. Useful for client intake, corporate record management, and linking to matters or leads.

Schedules a new event in the calendar. Facilitates appointment setting, court dates, or task deadlines within your legal workflow.

Creates a flat fee billing entry associated with a specific legal matter.

Adds a new note to a lead record, supporting enhanced lead tracking and context.

Adds a comment or internal note to an existing matter. Use this to log updates, capture insights, or maintain audit trails within the matter record.

Initiates a new legal matter with associated metadata. Perfect for starting new casework, assigning responsible parties, and launching related workflows.

Logs a new time entry for billing or internal tracking purposes. Enables timekeeping consistency across client matters and billing workflows.

Updates information for an existing lead record. Supports lead management workflows by reflecting the most recent status or engagement details.

Modifies the details of an existing individual contact, ensuring up-to-date contact information.

Searches for and returns the most recently created contact that matches a specified custom field value.

Retrieves an existing lead based on search criteria. Use this to reference, update, or act upon known prospective clients.

Locates the latest matter associated with a given client email address.

Retrieves details of a team member based on user identification criteria.

Triggers when a new file is created in the selected folder (excludes subfolders).

Triggers when a new list is created.

Triggers when a file is created or updated in the selected folder (excludes subfolders).

Triggers when a site page is created or updated.

Create new folder in selected document library.

Creates a new item in a list.

Send a sharing invitation to specific recipients for a file or folder.

Create a new text file with custom content.

Deletes a list item from a list.

Exports a file to PDF or HTML format.

Sets status of an existing page to published.

Replaces an existing file with new content.

Uploads a file to document library.

Search for files or folders.

Searches for SharePoint sites by name or keyword.

Retrieves information about a file or folder by its ID.

List all users and groups who have access to a file or folder.

Gets a specific site page using its unique ID.

Generates a new communication entry, such as an email, phone call, or internal message.

Adds a new note to an existing contact profile, enhancing client relationship documentation.

Records a new expense item in the system. Useful for logging reimbursable costs, hard/soft disbursements, or firm-related expenditures.

Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.

Creates a new lead associated with a company or organization. Ideal for managing potential corporate clients from initial inquiry to engagement.

Creates a new task associated with an existing matter. Ideal for assigning follow-ups, setting reminders, or initiating procedural steps within the matter workflow.

Creates a new individual contact in the system. Supports contact management, client onboarding, or record keeping for individuals.

Modifies the details of an existing company contact. Maintain up-to-date corporate records and ensure consistency across linked matters.

Applies updates to an existing legal matter, reflecting changes in status, assignments, or related details.

Updates the properties or status of a task, enabling dynamic task management and progress tracking.

Retrieves a specific invoice by using identifiers such as Client ID, Matter ID, or Invoice Number.

Identifies the most recently created matter based on a specified custom field criterion.

Locates a specific stage within a given pipeline by name. Ideal for assigning leads or matters to the correct phase of your process.

Searches for a pipeline in your team’s workspace by name. Useful for dynamic task or lead routing based on specific workflows.

Triggers when a new direct subfolder is created in the selected folder (or drive root), or when an existing direct subfolder is renamed.

Triggers when a new item is created in a list.

Triggers when a list item is created or updated.

Copies a file or folder within or across sites.

Creates a new list in a site.

Creates a new site page in SharePoint.

Creates a sharing link for a file or folder.

Deletes a file or folder from a document library.

Deletes a site page from SharePoint.

Moves a file or folder to a different location within the same document library. Optionally rename the item.

Remove specific user access to a file or folder. Requires either email address or permission ID.

Updates an existing item in a list.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds list items by searching field values.

Checks the status of a copy operation and returns the new file ID when complete.

Retrieves all files and subfolders within a specified folder.

Gets a list item by its ID.

Retrieves metadata about a SharePoint site, such as title, description, and URL.