Triggers when a new note is created.

New Relationship.

Creates a contact.

Creates a call log.

Creates an event.

Creates an expense category.

Creates a matter.

Creates a task.

Searches for a contact by email address, name, contact number or phone number, and can create one if not found.

Searches for a user by email address.

Find or Create Matter

Triggers when a member or highlight word is mentioned in a channel. Requires installation of the

Triggers when a new message is posted in a channel. Requires installation of the

Creates a new channel within a team. Requires installation of the

Creates a new chat (one-on-one or group) and sends an initial message.

Creates a new private channel within a team. Requires installation of the

Sends a message to a public channel from the Zapier bot. Requires installation of the

Sends a message to an existing chat.

Sets your availability status.

Updates your profile information including name, phone numbers, about me, and birthday. Note: Phone fields require admin-approved User-Phone.ReadWrite.All permission.

Finds a channel by its ID within a specified team and returns the channel details.

Finds a chat by its ID and returns the chat details including the member list.

Finds a team member by name or email.

Triggers when a new payment is created.

Triggers when a new task is created.

Creates a bank account.

Creates an email.

Creates an expense.

Creates an item.

Creates a note.

Creates a time entry.

Searches for a matter by name or number, or create one if not found.

Find or Create Contact

Triggers when a new channel is created within a team.

Triggers when a new message is received in a chat.

Triggers when a new member is added to a team. Requires installation of the

Triggers when a new reply is added to a message in a channel. Requires installation of the

Creates a new one-on-one chat between you and a team member.

Edit an existing message in a chat.

Creates a reply to a channel message.

Sends a message to an existing channel.

Sends a message with an adaptive card to a Teams chat or channel. Cards can include rich content, buttons, and interactive elements.

Soft-deletes a message in a chat. You can only delete messages you sent.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a channel message by its ID within a specified team and channel and returns the message details including any attachments.

Finds a chat message by its ID within a specified chat and returns the message details including any attachments.

Finds public channels by name within a team.