PracticePanther Legal Software Integrations

CRM (Customer Relationship Management)

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RingCentral

Phone & SMS

Calendly

Scheduling & Booking

Trello

Project Management

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Acuity Scheduling

Scheduling & Booking

Google Sheets

Google, Spreadsheets

Formatter by Zapier

Documents, Zapier

Microsoft Outlook

Calendar, Email, Microsoft

RingCentral

Phone & SMS

Calendly

Scheduling & Booking

Trello

Project Management

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Acuity Scheduling

Scheduling & Booking

RingCentral

Phone & SMS

Calendly

Scheduling & Booking

Trello

Project Management

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Acuity Scheduling

Scheduling & Booking

Google Sheets

Google, Spreadsheets

Formatter by Zapier

Documents, Zapier

Microsoft Outlook

Calendar, Email, Microsoft

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Quickly automate PracticePanther Legal Software integrations with Zapier's templates

Create events in PracticePanther when new Calendly events are scheduled
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Calendly + PracticePanther Legal Software
Create Google Drive folders from new matters in PracticePanther
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PracticePanther Legal Software + Google Drive
Create PracticePanther Legal Software events for invitee created events in Calendly
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Calendly + PracticePanther Legal Software
Create boards in Trello when new matters are created in PracticePanther
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PracticePanther Legal Software + Trello
Send Gmail emails to new PracticePanther contacts
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PracticePanther Legal Software + Gmail
Create tasks in Todoist when new tasks are created in PracticePanther
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PracticePanther Legal Software + Todoist
Create PracticePanther Legal Software notes for new messages in a Slack channel
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Slack + PracticePanther Legal Software

Create tasks in PracticePanther when new tasks are created in Google Tasks
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Google Tasks + PracticePanther Legal Software

Create events in PracticePanther when new Calendly events are scheduled

Calendly + PracticePanther Legal Software

Create Google Drive folders from new matters in PracticePanther

PracticePanther Legal Software + Google Drive

Create PracticePanther Legal Software events for invitee created events in Calendly

Calendly + PracticePanther Legal Software

Create boards in Trello when new matters are created in PracticePanther

PracticePanther Legal Software + Trello

Send Gmail emails to new PracticePanther contacts

PracticePanther Legal Software + Gmail

Create tasks in Todoist when new tasks are created in PracticePanther

PracticePanther Legal Software + Todoist

Create PracticePanther Legal Software notes for new messages in a Slack channel

Slack + PracticePanther Legal Software

Create tasks in PracticePanther when new tasks are created in Google Tasks

Google Tasks + PracticePanther Legal Software

Supported triggers and actions

What does this mean?

- Assigned To
- Tag
Trigger
Scheduled
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- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
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- Contact
- Matter
- Tag
- Assigned to User
Trigger
Scheduled
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New Expense Category
Triggers when a new expense category is created.
Trigger
Scheduled
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New Item
Triggers when a new item is created.
Trigger
Scheduled
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- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
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- Matter
- Contact
Trigger
Scheduled
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- Contact
- Matter
- Billed By
Trigger
Scheduled
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- 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

New Bank Account
Get Bank Accounts.
Trigger
Scheduled
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- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
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- Matter
- Billed By
- Expense Category
- Contact
Trigger
Scheduled
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- Matter
- Contact
Trigger
Scheduled
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- Assigned To
- Contact Tag
- Matter Tag
- Status
- Contact
Trigger
Scheduled
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- Matter
- Account Type
  Trust / Operating.
- Contact
Trigger
Scheduled
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- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
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New User
Triggers when a new user is created.
Trigger
Scheduled
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- 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

About PracticePanther Legal Software

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

Related categories

CRM (Customer Relationship Management)

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Popular PracticePanther Legal Software Integrations