PracticePanther Legal Software Integrations
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Create Google Drive folders from new matters in PracticePanther
If you use Google Drive to store your matters from PracticePanther, then let this integration automate things for you! This integration creates a new Google Drive folder for a contact and matter when a new matter is created in PracticePanther. Never worry about adding this manually, ever again!
How this PracticePanther to Google Drive integration works
- A new matter is created in PracticePanther with the status of "Open"
- Zapier creates a folder in Google Drive
Apps involved
- PracticePanther Legal Software
- Google Drive
Create tasks in Todoist when new tasks are created in PracticePanther
Having the same tasks in two different apps means twice as much work. Eliminate the busy work with this integration. Whenever a new task is created in PracticePanther, create a new task in Todoist.
How this PracticePanther - Todoist integration works
- Triggers whenever a new task is created in PracticePanther
- Creates the same task in your Todoist
Apps involved
- PracticePanther Legal Software
- Todoist
Create tasks in PracticePanther when new tasks are created in Google Tasks
Stop jumping between to-do lists! This integration creates a task in PracticePanther whenever a task is created in Google Task. This allows you to see all your tasks in one place.
How this Google Task - PracticePanther integration works
- A task is created in Google Task
- Zapier creates a copy of that task in PracticePanther
Apps involved
- Google Task
- PracticePanther Legal Software
Add call logs from new calls in RingCentral to PracticePanther
Do you need all your RingCentral calls logged in PracticePanther? This integration automatically sends call logs from RingCentral to PracticePanther once the call ends. The log can include the names, the direction, and the duration, and more! No more busy work for you!
How this RingCentral- PracticePanther integration works
- A new call is ended in RingCentral
- Zapier creates a log of the call in PracticePanther
Apps involved
- RingCentral
- PracticePanther Legal Software
Create events in PracticePanther when new Calendly events are scheduled
Tracking events across multiple calendars can be a real pain. This integration adds an event in PracticePanther for every Calendly event you are invited to. Now you can track all your events in PracticePanther, without ever needing to lift a finger!
How this Calendly-PracticePanther integration works
- You are invited to a new Calendly event
- Zapier creates a copy of that event in your PracticePantehr
Apps involved
- Calendly
- PracticePanther Legal Software
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PracticePanther Legal Software Integration Details
Launched on Zapier March 21, 2018
Zapier combines Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following PracticePanther Legal Software Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new contact is created.
Triggers when a new matter is created.
Triggers when a new task is created.
Get Bank Accounts.
Triggers when a new call log is created.
Triggers when a new email is created.
Triggers when a new event is created.
Triggers when a new expense is created.
Triggers when a new expense category is created.
Triggers when a new invoice is created.
Triggers when a new item is created.
Triggers when a new note is created.
Triggers when a new payment is created.
New Relationship.
Triggers when a new time entry is created.
Triggers when a new user is created.
Creates a contact.
Creates a matter.
Creates a task.
Creates a bank account.
Creates a call log.
Creates an email.
Creates an event.
Creates an expense.
Creates an expense category.
Creates an item.
Creates a note.
Creates a time entry.
Searches for a contact by email address, name, contact number or phone number, and can create one if not found.
Searches for a matter by name or number, or create one if not found.
Searches for a user by email address.
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