Search by ID or by first name, last name, email, or phone number.

The value of the person ID or first name, last name, email, or phone number depending on the type selected above.

The value of the case ID or name depending on the type selected above.

The value of the case stage ID or name depending on the type selected above.

Search by ID or by name, email, or phone number.

The value of the company ID or name, email, or phone number depending on the type selected above.

Search by ID or name (first, last or company name)

The value of the contact ID or name, email, or phone number depending on the type selected above.

The value of the location ID or name depending on the type selected above.

The value of the practice area ID or name depending on the type selected above.

The value of the person ID or name depending on the type selected above.

If you provide any address object then all address properties need to be included.

Choose to add a person, lead or caller name

Create a document associated to a case or firm

Relative path where this document should be saved. Should not include document name. e.g. "folder/subfolder/subfolder"

Choose from a Case or Person to create a note on

Requests can only be made to domains associated by this application. View [documentation](https://help.zapier.com/hc/en-us/articles/12899607716493) for more details.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, `{"foo": "bar"}` is perfectly valid.

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