monday.com + PracticePanther Legal Software

Create new items in monday.com when new contacts are added in PracticePanther Legal Software

Stay on top of your new contacts in PracticePanther Legal Software by seamlessly creating corresponding items in monday.com. This workflow starts when a new contact is added in PracticePanther, and then a corresponding item is created in monday.com. Simplify your contact management and keep all relevant parties well-informed about new contacts entering your system. Cut down on manual entry and ensure efficient follow-ups with your contacts.

Stay on top of your new contacts in PracticePanther Legal Software by seamlessly creating corresponding items in monday.com. This workflow starts when a new contact is added in PracticePanther, and then a corresponding item is created in monday.com. Simplify your contact management and keep all relevant parties well-informed about new contacts entering your system. Cut down on manual entry and ensure efficient follow-ups with your contacts.

  1. When this happens...
    PracticePanther Legal SoftwarePracticePanther Legal Software
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • Contact

    • Matter

    • Tag

    • Assigned To

    Trigger
    Polling
    Try It
    • Matter

    • Billed By

    • Expense Category

    • Contact

    Trigger
    Polling
    Try It
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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

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practicepanther-legal-software logo
practicepanther-legal-software logo

About PracticePanther Legal Software

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

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