Legalboards Integrations
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Slack
Team Chat
Clio
CRM (Customer Relationship Management)
Gmail
Email, Google
Google Calendar
Calendar, Google
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Developer Tools, Zapier
PracticePanther Legal Software
CRM (Customer Relationship Management)
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Developer Tools, Zapier
Google Contacts
Contact Management, Google
Microsoft To Do
Microsoft, Task ManagementSlack
Team ChatClio
CRM (Customer Relationship Management)Gmail
Email, GoogleGoogle Calendar
Calendar, GoogleFilter by Zapier
Developer Tools, ZapierPracticePanther Legal Software
CRM (Customer Relationship Management)Slack
Team ChatClio
CRM (Customer Relationship Management)Gmail
Email, GoogleConnect your apps and automate workflows
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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 LegalboardsSend direct messages in Slack for new follow-ups in Legalboards
Send direct messages in Slack for new follow-ups in LegalboardsCreate signature requests in DocuSign from new moved cards in Legalboards
Create signature requests in DocuSign from new moved cards in LegalboardsAdd new PracticePanther Legal Software matters to Legalboards
Add new PracticePanther Legal Software matters to LegalboardsSend chat messages in Microsoft Teams for new follow-ups in Legalboards
Send chat messages in Microsoft Teams for new follow-ups in LegalboardsSend signature requests from templates in HelloSign when new moved cards in Legalboards
Send signature requests from templates in HelloSign when new moved cards in LegalboardsCreate QuickBooks Online invoices when moving Legalboards cards
Create QuickBooks Online invoices when moving Legalboards cardsPremiumCreate 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
About Legalboards
Legalboards streamline your workflow and Reduce the learning curve of new team members.
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