Microsoft Teams + PracticePanther Legal Software

Create and send Microsoft Teams chat messages for new tasks in PracticePanther Legal Software

Stay on top of your tasks in PracticePanther Legal Software and streamline communication with your team in Microsoft Teams with this automation. When a new task is created in PracticePanther Legal Software, this workflow instantly sends a chat message in Microsoft Teams, keeping everyone in the loop and ensuring timely responses. Save time and effort by connecting your apps and making sure all the right people receive important updates.

When this happens...
New Task
Triggers when a new task is created.
TriggerPolling
automatically do this!
Send Chat Message
Sends a message to an existing chat.
ActionWrite

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Supported triggers and actions

- Assigned To
- Tag
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned to User
Trigger
Polling
Try It
New Expense Category
Triggers when a new expense category is created.
Trigger
Polling
Try It
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
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- Team Member(s)Required
- Message Text Format
- Message TextRequired
Action
Write
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- Public ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write
- AvailabilityRequired
- Duration (Minutes)
Action
Write
- Info
- Display Name
- First Name
- Last Name
- Mobile Phone
- Business Phone
- About Me
- Birthday
Action
Write
- TeamRequired
- Channel IDRequired
Action
Search
- Chat IDRequired
Action
Search
- Search byRequired
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
- TeamRequired
Trigger
Polling
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
- TeamRequired
- ChannelRequired
Trigger
Polling
Try It
- Team MemberRequired
Action
Write
- ChatRequired
- MessageRequired
- Message TextRequired
- Message Text Format
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Message Text Format
- Reply ContentRequired
Action
Write
- TeamRequired
- ChannelRequired
- Message TextRequired
- Message Text Format
Action
Write
- Send ToRequired
- Message Text (Optional)
- Card TypeRequired
Action
Write
- ChatRequired
- Message IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
Action
Search
- Chat IDRequired
- Message IDRequired
Action
Search
- TeamRequired
- Channel NameRequired
- Include Archived Channels
Action
Search

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Learn more

Related categories

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About PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

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Microsoft Teams + PracticePanther Legal Software

Create and send Microsoft Teams chat messages for new tasks in PracticePanther Legal Software

New Contact

New Call Log

New Event

New Expense Category

New Item

New Note

New Relationship

New Time Entry

Create Contact

Create Call Log

Create Event

Create Expense Category

Create Matter

Create Task

Find Contact

Find User

Find or Create Matter

New Channel Mention

New Chat

New Channel Message

Create Channel

Create Chat and Send Message

Create Private Channel

Send Bot Message

Send Chat Message

Set Status

Update My Profile

Get Channel by ID

Get Chat by ID

Find Team Member

New Bank Account

New Email

New Expense

New Invoice

New Matter

New Payment

New Task

New User

Create Bank Account

Create Email

Create Expense

Create Item

Create Note

Create Time Entries

Find Matter

Find or Create Contact

New Channel

New Chat Message

New Team Member

New Reply to Message

Create One-on-One Chat

Edit Chat Message

Reply to Channel Message

Send Channel Message

Send Message with Card

Delete Chat Message

API Request (Beta)

Get Channel Message

Get Chat Message

Find Public Channels

About Microsoft Teams

Related categories

Similar apps

Slack

Chatwork

Rocket.Chat

About PracticePanther Legal Software

Related categories

Similar apps

Zapier Forms