pdfFiller + PracticePanther Legal Software Integrations

How to connect pdfFiller + PracticePanther Legal Software

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Supported triggers and actions

What does this mean?

- Fill RequestRequired
  Select a fill request.
- Download Filled FormRequired
  Download a filled form as PDF-file. **Use this option instead deprecated action Download Filled Form.
- Filled Form Name
  Name for your filled form.
Trigger
Instant
Try It
- Document typeRequired
  Select document type.
- Folder
  Select a folder with documents.
Trigger
Scheduled
Try It
- DocumentRequired
  Select a document for the new fill request.
- Access
  Editing permissions for the recipient.
- Status
  Document privacy settings.
- Name Required
- Email Required
- Allow To Download
  Recipient can download after filling.
- Redirect URL
  Redirect recipient to webpage after filling.
- Custom Message
  Add message to recipient.
- Notification Emails
- Additional Documents
  Additional documents that recipients need to submit.
Action
Write
- DocumentRequired
- Expiration
  Number of days left until link expires (from 1 to 1000).
Action
Write
- FileRequired
  Select a file.
- Document NameRequired
  Type a document name with a supported extension (.pdf, .doc, .docx, .ppt, .pptx).
- FolderRequired
  Select a destination folder.
Action
Write

- Assigned To
- Tag
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
Try It

- Contact
- Matter
- Tag
- Assigned to User
Trigger
Scheduled
Try It
New Expense Category
Triggers when a new expense category is created.
Trigger
Scheduled
Try It
New Item
Triggers when a new item is created.
Trigger
Scheduled
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
Try It
- Matter
- Contact
Trigger
Scheduled
Try It
- Contact
- Matter
- Billed By
Trigger
Scheduled
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
  Subject of the call.
- Date/TimeRequired
- DurationRequired
- DirectionRequired
  Inbound/Outbound.
- UserRequired
- Contact
- Matter
- Notes
- Tags
Action
Write
- SubjectRequired
- Start Date/TimeRequired
- End Date/TimeRequired
- All Day Event?Required
- UserRequired
- Matter
- Contact
- Notes
- Location
- Tags
  Select from list of tags, or use the custom value to create your own.
Action
Write
- NameRequired
Action
Write
- ContactRequired
- Matter NameRequired
- StatusRequired
- UserRequired
- Matter Number
  Choose any number for this matter. When you create your next matter, it will automatically be incremented by the following number. Also used as the matterID for LEDES billing.
- Notes
- Statute of Limitations Date
- Open Date
  The date this matter was opened.
- Close Date
  The date the matter was closed.
- Tags
  Choose from the dropdown list, or use the custom value to create your own.
Action
Write
- UserRequired
- SubjectRequired
- Contact
- Matter
- Status
- Notes
- Due Date
- Tags
  Select from list of tags, or use custom value to create your own.
Action
Write
- Search TextRequired
  Enter full name, email or phone number.
Action
Search
- Email AddressRequired
  The email address of the user in PracticePanther.
Action
Search
- Contact
  You can filter your results to return matters only for a specific contact. If you don't know the Contact, you can add another Search Step to your Zap before this one to find a Contact.
- Search TextRequired
  Please enter matter name or number.
- ContactRequired
- Matter NameRequired
- StatusRequired
- UserRequired
- Matter Number
  Choose any number for this matter. When you create your next matter, it will automatically be incremented by the following number. Also used as the matterID for LEDES billing.
- Notes
- Statute of Limitations Date
- Open Date
  The date this matter was opened.
- Close Date
  The date the matter was closed.
- Tags
  Choose from the dropdown list, or use the custom value to create your own.
Action
Search or write

- Base DocumentRequired
  Select a base fillable document.
- Download Filled DocumentRequired
  Download a filled document as PDF-file.
- Filled Document Name
  Name for your filled document.
Trigger
Instant
Try It
- Message
  IMPORTANT!!! Since the last update, documents you create appear in your account with a few minute delay. That’s why you can not download them using the Download Document action. Please, use the New Filled Document trigger instead. View details here.
- Base DocumentRequired
  Select a base fillable document.
- FolderRequired
  Select a destination folder for the new document.
- File Name
  Name the new document.
Action
Write
- DocumentRequired
- Document Name
  New name for your document.
Action
Write
- DocumentRequired
- FolderRequired
  New folder for this document.
Action
Write
- Message
  You can use exact name of a document or a template with asterisks. For example, template contract*.pdf will match to documents contract1.pdf, contract2.pdf, contract20.pdf.
- Document nameRequired
  Minimal length of a name is two symbols excluding asterisks.
- Document typeRequired
  Select document type.
- Folder
  Select a folder to search.
Action
Search
New Bank Account
Get Bank Accounts.
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
Try It
- Matter
- Billed By
- Expense Category
- Contact
Trigger
Scheduled
Try It
- Matter
- Contact
Trigger
Scheduled
Try It
- Assigned To
- Contact Tag
- Matter Tag
- Status
- Contact
Trigger
Scheduled
Try It
- Matter
- Account Type
  Trust / Operating.
- Contact
Trigger
Scheduled
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
Try It
New User
Triggers when a new user is created.
Trigger
Scheduled
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
  The date this expense took place.
- Price
- Billable?Required
  Set this to true to indicate this expense is billable to the client and should be added to an invoice.
- Description
  Description for this expense. Will be included on the invoice to the customer if this expense is billable.
- Billed By
- Category
Action
Write
- NameRequired
- RateRequired
- Code
- Description
Action
Write
- DateRequired
- SubjectRequired
- UserRequired
- Contact
- Matter
- Note
- Tags
  Pick from the list of tags, or use the custom value to create your own.
Action
Write
- ContactRequired
- MatterRequired
- Billed ByRequired
- Billable?Required
- DateRequired
- Hourly Rate
  Specify an hourly rate, or leave blank for user default rate.
- Description
  Time entry description. Visible to the client on the invoice.
- Hours
- Item
- Private Notes
  Internal notes. Not visible on the invoice.
Action
Write
- Contact
  You can filter your results to return matters only for a specific contact. If you don't know the Contact, you can add another Search Step to your Zap before this one to find a Contact.
- Search TextRequired
  Please enter matter name or number.
Action
Search
- Search TextRequired
  Enter full name, email or phone number.
- 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

How pdfFiller + PracticePanther Legal Software Integrations Work

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

Connect apps

Connect pdfFiller + PracticePanther Legal Software

About pdfFiller

pdfFiller is an online PDF editor, form builder and eSignature solution that makes it fast, easy and secure to manage your documents on any computer or mobile device.

Learn more

Related categories

Documents

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)

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pdfFiller + PracticePanther Legal Software Integrations

How to connect pdfFiller + PracticePanther Legal Software

Connect your apps and automate workflows

New Filled Form

Download Filled FormRequired

Filled Form Name

New Document

Document typeRequired

Folder

Create Fill Request

DocumentRequired

Access

Status

Name Required

Email Required

Allow To Download

Redirect URL

Custom Message

Notification Emails

Additional Documents

Get Shareable Link for Document

DocumentRequired

Expiration

Upload Document

FileRequired

Document NameRequired

FolderRequired

New Contact

Assigned To

Tag

New Call Log

Contact

Matter

Tag

Assigned To

New Event

Contact

Matter

Tag

Assigned to User

New Expense Category

New Item

New Note

Contact

Matter

Status

Tag

Assigned to User

New Relationship

Matter

Contact

New Time Entry

Contact

Matter

Billed By

Create Contact

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

Create Call Log

SubjectRequired

Date/TimeRequired

DurationRequired

DirectionRequired

UserRequired

Contact