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 project, client, time entry, or any other supported item is created, updated, or deleted.

Triggers when new tasks are added.

Creates a new client with provided name.

Creates a new invitation for the user.

Add a user to a project

Creates a new task with provided name

Finds the user in the specified workspace

Stops current Time Entry if running.

Update the data for a project user for a given workspace

Returns time entries for detailed report according to the given filters.

Finds a project in the workspace.

Finds a Task by name.

Finds a Time Entry by description.

List all projects users for a given workspace

Finds a client in the workspace.

Finds a tag by provided name.

Finds a Time Entry by description.

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 new projects are added.

Triggers when a new Time Entry is added.

Creates a group in the specified organization

Creates a new Project.

Creates a new tag with provided name.

Creates a new Time Entry.

Starts a new Time Entry.

Update project for given workspace

Updates the specified user within a workspace

Finds a client in the workspace.

Finds a tag by provided name.

Returns a report of time entries

Returns a list of in the organization

Return a list of users that part of the workspace

Finds a project in the workspace.

Finds a Task by name.