Microsoft Outlook + PracticePanther Legal Software Integrations

How to connect Microsoft Outlook + PracticePanther Legal Software

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Supported triggers and actions

What does this mean?

Calendar Event Start
Triggers at a specified time before an event in your calendar starts.
Trigger
Scheduled
New Calendar Event
Triggers when a new event is created in your calendar.
Trigger
Scheduled
New Contact
Triggers when a new contact is added to your account
Trigger
Scheduled
New Email
Triggers when a new e-mail is received in your inbox.
Trigger
Scheduled
Updated Calendar Event
Triggers when an event is updated.
Trigger
Scheduled
Create Event
Create an event in the calendar of your choice.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
Action
Write
Microsoft Outlook
Send an email from your Outlook account.
Scheduled
Action
Microsoft Outlook
Updates a contact.
Scheduled
Action
Microsoft Outlook
Search for a contact.
Scheduled
Action
Microsoft Outlook
this is the description.
Scheduled
Action
PracticePanther Legal Software
Triggers when a new contact is created.
Scheduled
Trigger
PracticePanther Legal Software
Get Bank Accounts.
Scheduled
Trigger
PracticePanther Legal Software
Triggers when a new call log is created.
Scheduled
Trigger
PracticePanther Legal Software
Triggers when a new email is created.
Scheduled
Trigger
PracticePanther Legal Software
Triggers when a new event is created.
Scheduled
Trigger
PracticePanther Legal Software
Triggers when a new expense is created.
Scheduled
Trigger
PracticePanther Legal Software
Triggers when a new expense category is created.
Scheduled
Trigger
PracticePanther Legal Software
Triggers when a new invoice is created.
Scheduled
Trigger
PracticePanther Legal Software
Triggers when a new item is created.
Scheduled
Trigger
PracticePanther Legal Software
Triggers when a new matter is created.
Scheduled
Trigger
PracticePanther Legal Software
Triggers when a new note is created.
Scheduled
Trigger
PracticePanther Legal Software
Triggers when a new payment is created.
Scheduled
Trigger
PracticePanther Legal Software
New Relationship.
Scheduled
Trigger
PracticePanther Legal Software
Triggers when a new task is created.
Scheduled
Trigger
PracticePanther Legal Software
Triggers when a new time entry is created.
Scheduled
Trigger
PracticePanther Legal Software
Triggers when a new user is created.
Scheduled
Trigger
PracticePanther Legal Software
Creates a contact.
Scheduled
Action
PracticePanther Legal Software
Creates a bank account.
Scheduled
Action
PracticePanther Legal Software
Creates a call log.
Scheduled
Action
PracticePanther Legal Software
Creates an email.
Scheduled
Action
PracticePanther Legal Software
Creates an event.
Scheduled
Action
PracticePanther Legal Software
Creates an expense.
Scheduled
Action
PracticePanther Legal Software
Creates an expense category.
Scheduled
Action
PracticePanther Legal Software
Creates an item.
Scheduled
Action
PracticePanther Legal Software
Creates a matter.
Scheduled
Action
PracticePanther Legal Software
Creates a note.
Scheduled
Action
PracticePanther Legal Software
Creates a task.
Scheduled
Action
PracticePanther Legal Software
Creates a time entry.
Scheduled
Action
PracticePanther Legal Software
Searches for a contact by email address, name, contact number or phone number, and can create one if not found.
Scheduled
Action
PracticePanther Legal Software
Searches for a matter by name or number, or create one if not found.
Scheduled
Action
PracticePanther Legal Software
Searches for a user by email address.
Scheduled
Action
PracticePanther Legal Software
Find or Create Contact
Scheduled
Action
PracticePanther Legal Software
Find or Create Matter
Scheduled
Action

How Microsoft Outlook + PracticePanther Legal Software Integrations Work

Step 1: Authenticate Microsoft Outlook and PracticePanther Legal Software.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.