PracticePanther Legal Software Integrations

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RingCentral

Phone & SMS

Calendly

Scheduling & Booking

Acuity Scheduling

Scheduling & Booking

Trello

Project Management

Gmail

Email, Google

Google Drive

File Management & Storage, Google

Google Sheets

Google, Spreadsheets

OneDrive

File Management & Storage, Microsoft

Microsoft Outlook

Email, Microsoft

Todoist

Task Management

Keap Max Classic

Marketing Automation, Premium

Google Calendar

Calendar, Google

Process Street

Product Management

Google Forms

Forms & Surveys, Google

Box

File Management & Storage

Slack

Team Chat

Google Tasks

Google, Task Management

Microsoft Excel

Microsoft, Spreadsheets

Asana

Project Management

DocuSign

Signatures

Xero

Accounting, Premium

Airtable

Databases

Evernote

Notes

Google Contacts

Contact Management, Google

Philips SpeechLive

Transcription

QuickBooks Online

Accounting, Premium

Mailchimp

Email Newsletters

HubSpot

Marketing Automation

Toggl

Time Tracking Software

ActiveCampaign

Marketing Automation

Any.do

Task Management

JotForm

Forms & Surveys

OneNote

Microsoft, Notes

Lawmatics

Beta, Marketing Automation

Unbounce

Forms & Surveys

Zoom

Video Conferencing

Dubsado

CRM (Customer Relationship Management)

ScheduleOnce

Scheduling & Booking

Harvest

Time Tracking Software

Pipedrive

CRM (Customer Relationship Management)

Microsoft Teams

Microsoft, Team Chat

Clio

CRM (Customer Relationship Management)

Zipwhip

Phone & SMS

HelloSign

Signatures

Wave

Accounting

ClickUp

Project Management

123FormBuilder

Forms & Surveys

Microsoft To Do

Microsoft, Task Management

Ninja Forms

Forms & Surveys, WordPress

Webflow

Website Builders

Docketwise

Beta, Forms & Surveys

Google Docs

Documents, Google

PandaDoc

Documents

Setmore Appointments

Scheduling & Booking

AnswerConnect

Customer Support

Lawyaw

Beta, Documents

Facebook Lead Ads

Ads & Conversion, Facebook, Premium

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho

Constant Contact

Email Newsletters

Smartsheet

Spreadsheets

Facebook Lead Ads (Legacy)

Ads & Conversion, Premium

Square

Payment Processing

Citrix ShareFile

File Management & Storage

eEndorsements

Marketing Automation

monday.com

Project Management

Cognito Forms

Forms & Surveys

AWeber

Email Newsletters

Things

Task Management

Clockify

Time Tracking Software

SimpleTexting

Phone & SMS

Cloze

CRM (Customer Relationship Management)

Vonage Business Communications

Phone & SMS

Squarespace

Forms & Surveys

Microsoft Office 365

Email, Microsoft

SQL Server

Databases, Premium

Formstack Documents

Documents

Better Proposals

Proposal & Invoice Management

FileInvite

Documents

CozyCal

Scheduling & Booking

Bluetick.io

Legalboards

Beta, Project Management

Delighted

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

WooCommerce

eCommerce, WordPress

Kajabi

eCommerce

Wufoo

Forms & Surveys

Basecamp 3

Project Management

SignRequest

Signatures

Dialpad

Phone & SMS

Workast

Project Management

GoToConnect

Beta, Communication

Woodpecker

Beta, Documents

Apptoto

Beta, Calendar

Twitter

Social Media Accounts

MailerLite

Email Newsletters

ClickSend SMS

Phone & SMS

Insightly

CRM (Customer Relationship Management)

Agile CRM

CRM (Customer Relationship Management)

OmniFocus

Task Management

Knack

Databases

Thryv

CRM (Customer Relationship Management)

Avochato

Phone & SMS

Evernote Business

Notes, Premium

Content Snare

Forms & Surveys

Amazon Alexa

Amazon, Beta, Devices

MySQL

Databases, Premium

Pipefy

Project Management

Paperform

Forms & Surveys

Formsite

Forms & Surveys

pdfFiller

Documents

Contactually

CRM (Customer Relationship Management)

Integrate Lob with PracticePanther Legal Software

Lob

Printing

Timely Time Tracking

Beta, Time Tracking Software

Google BigQuery

Databases, Google, Premium

Phone.com

Phone & SMS

Typeform

Forms & Surveys

YouTube

Google, Video & Audio

ClickFunnels

Marketing Automation

Salesforce

CRM (Customer Relationship Management), Premium

Twilio

Phone & SMS

Firebase / Firestore

Databases

LiveChat

Customer Support

TextMagic

Phone & SMS

Zoho Mail

Email, Zoho

Popular ways to use PracticePanther Legal Software workflows

Create Google Drive folders from new matters in PracticePanther
PracticePanther Legal Software + Google Drive
More details
When this happens
Step 1: New Matter
Then do this
Step 2: Create Folder
See Zap details Try it
Create Google Drive folders from new matters in PracticePanther
Create Google Drive folders from new matters in PracticePanther
PracticePanther Legal Software + Google Drive
Create tasks in Todoist when new tasks are created in PracticePanther
PracticePanther Legal Software + Todoist
More details
When this happens
Step 1: New Task
Then do this
Step 2: Create Task
See Zap details Try it
Create tasks in Todoist when new tasks are created in PracticePanther
Create tasks in Todoist when new tasks are created in PracticePanther
PracticePanther Legal Software + Todoist
Create tasks in PracticePanther when new tasks are created in Google Tasks
Google Tasks + PracticePanther Legal Software
More details
When this happens
Step 1: New Task
Then do this
Step 2: Create Task
See Zap details Try it
Create tasks in PracticePanther when new tasks are created in Google Tasks
Create tasks in PracticePanther when new tasks are created in Google Tasks
Google Tasks + PracticePanther Legal Software

Add call logs from new calls in RingCentral to PracticePanther
RingCentral + PracticePanther Legal Software
More details
When this happens
Step 1: Call Ended
Then do this
Step 2: Create Call Log
See Zap details Try it
Add call logs from new calls in RingCentral to PracticePanther
Add call logs from new calls in RingCentral to PracticePanther
RingCentral + PracticePanther Legal Software
Create events in PracticePanther when new Calendly events are scheduled
Calendly + PracticePanther Legal Software
More details
When this happens
Step 1: Invitee Canceled
Then do this
Step 2: Create Event
See Zap details Try it
Create events in PracticePanther when new Calendly events are scheduled
Create events in PracticePanther when new Calendly events are scheduled
Calendly + PracticePanther Legal Software

Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
New Bank Account
Get Bank Accounts.
Trigger
Scheduled
New Call Log
Triggers when a new call log is created.
Trigger
Scheduled
New Email
Triggers when a new email is created.
Trigger
Scheduled
New Event
Triggers when a new event is created.
Trigger
Scheduled

New Expense
Triggers when a new expense is created.
Trigger
Scheduled
New Expense Category
Triggers when a new expense category is created.
Trigger
Scheduled

New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled

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

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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