Legalboards Integrations
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Popular ways to use Legalboards workflows
- Quick add events in Google Calendar for new clio tasks in Legalboards
Quick add events in Google Calendar for new clio tasks in Legalboards
- Send direct messages in Slack for new follow-ups in Legalboards
Send direct messages in Slack for new follow-ups in Legalboards
- Create signature requests in DocuSign from new moved cards in Legalboards
Create signature requests in DocuSign from new moved cards in Legalboards
- Add new PracticePanther Legal Software matters to Legalboards
Add new PracticePanther Legal Software matters to Legalboards
- Send chat messages in Microsoft Teams for new follow-ups in Legalboards
Send chat messages in Microsoft Teams for new follow-ups in Legalboards
- Send signature requests from templates in HelloSign when new moved cards in Legalboards
Send signature requests from templates in HelloSign when new moved cards in Legalboards
Create QuickBooks Online invoices when moving Legalboards cards
Create QuickBooks Online invoices when moving Legalboards cardsPremium- Create tasks in PracticePanther Legal Software when new cards are moved in Legalboards
Create tasks in PracticePanther Legal Software when new cards are moved in Legalboards
- Move CardTriggers when a card is moved.Trigger
- New Board TeamTriggers when a board team is added.Trigger
- New CardTriggers when a new card is created.Trigger
- New Card MemberTriggers when a card member is added.Trigger
- New Clio TaskTriggers when a new clio task is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New Follow UpTriggers when a new follow up is created.Trigger
- New MatterTriggers when a new matter is created.Trigger
- Legalboards
Triggers when a new task is created.
Instant
Trigger
- Legalboards
Creates a New Card
Scheduled
Action
- Legalboards
Creates a Contact Card
Scheduled
Action
- Legalboards
Creates a Matter with a Card
Scheduled
Action
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