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OmniFocus + PracticePanther Legal Software Integrations

How to connect OmniFocus + PracticePanther Legal Software

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Supported triggers and actions

What does this mean?
  • OmniFocus triggers, actions, and search
    Create Task
    Creates a new task in your OmniFocus Inbox.
    Action
    Write
  • PracticePanther Legal Software triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Bank Account
    Get Bank Accounts.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Call Log
    Triggers when a new call log is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Email
    Triggers when a new email is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Event
    Triggers when a new event is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Expense
    Triggers when a new expense is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Expense Category
    Triggers when a new expense category is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software

    Triggers when a new invoice is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new item is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new matter is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new note is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new payment is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    New Relationship.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new task is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new time entry is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new user is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Creates a contact.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a bank account.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a call log.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an email.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an event.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an expense.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an expense category.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an item.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a matter.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a note.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a task.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a time entry.

    Scheduled

    Action

  • PracticePanther Legal Software

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

    Scheduled

    Action

  • PracticePanther Legal Software

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

    Scheduled

    Action

  • PracticePanther Legal Software

    Searches for a user by email address.

    Scheduled

    Action

  • PracticePanther Legal Software

    Find or Create Contact

    Scheduled

    Action

  • PracticePanther Legal Software

    Find or Create Matter

    Scheduled

    Action

How OmniFocus + PracticePanther Legal Software Integrations Work

  1. Step 1: Authenticate OmniFocus and PracticePanther Legal Software.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About OmniFocus

OmniFocus is an incredible task management platform for Mac®, iPad®, and iPhone®.
Learn More

Related categories

  • Task Management

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About PracticePanther Legal Software

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

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