Microsoft Outlook + PracticePanther Legal Software

Create new Microsoft Outlook contacts from new contacts in PracticePanther Legal Software

Streamline your legal service workflow with this automation that adds new contacts from PracticePanther Legal Software directly into your Microsoft Outlook. Whenever a new contact is added in PracticePanther, this workflow instantly creates a corresponding contact in Microsoft Outlook. This efficient process ensures all your important connections are always up to date and accessible from your email platform.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

- Assigned To
- Tag
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
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- Contact
- Matter
- Tag
- Assigned to User
Trigger
Polling
Try It
New Expense Category
Triggers when a new expense category is created.
Trigger
Polling
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New Item
Triggers when a new item is created.
Trigger
Polling
Try It

- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It

- Contact
- Matter
- Billed By
Trigger
Polling
Try It
- UserRequired
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Write
- SubjectRequired
- Date/TimeRequired
- DurationRequired
- DirectionRequired
- UserRequired
- Contact
- Matter
- Notes
- Tags
Action
Write
- SubjectRequired
- Start Date/TimeRequired
- End Date/TimeRequired
- All Day Event?Required
- UserRequired
- Matter
- Contact
- Notes
- Location
- Tags
Action
Write
- NameRequired
Action
Write
- ContactRequired
- Matter NameRequired
- StatusRequired
- UserRequired
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Write
- UserRequired
- SubjectRequired
- Contact
- Matter
- Status
- Notes
- Due Date
- Tags
Action
Write
- Search TextRequired
Action
Search
- Email AddressRequired
Action
Search
- Contact
- Search TextRequired
- ContactRequired
- Matter NameRequired
- StatusRequired
- UserRequired
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Search or write
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Shared Inbox
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- EventRequired
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Search Info
- Search ValueRequired
Action
Search

New Bank Account
Get Bank Accounts.
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
- Matter
- Billed By
- Expense Category
- Contact
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It
- Assigned To
- Contact Tag
- Matter Tag
- Status
- Contact
Trigger
Polling
Try It
- Matter
- Account Type
- Contact
Trigger
Polling
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- TypeRequired
- NameRequired
Action
Write
- From - Email AddressRequired
- To - Email AddressRequired
- To - Display Name
- SubjectRequired
- DateRequired
- Contact
- Matter
- BodyRequired
- From - Display Name
Action
Write
- Contact
- Quantity
- MatterRequired
- DateRequired
- Price
- Billable?Required
- Description
- Billed By
- Category
Action
Write
- NameRequired
- RateRequired
- Code
- Description
Action
Write
- DateRequired
- SubjectRequired
- UserRequired
- Contact
- Matter
- Note
- Tags
Action
Write
- ContactRequired
- MatterRequired
- Billed ByRequired
- Billable?Required
- DateRequired
- Hourly Rate
- Description
- Hours
- Item
- Private Notes
Action
Write
- Contact
- Search TextRequired
Action
Search
- Search TextRequired
- UserRequired
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Search or write
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Polling
Try It
- Parent FolderRequired
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Email IDRequired
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Email IDRequired
- Comment
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write