PracticePanther Legal Software

PracticePanther Legal Software Integrations

  • 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

    1. A new matter is created in PracticePanther with the status of "Open"
    2. 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

    1. Triggers whenever a new task is created in PracticePanther
    2. 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

    1. A task is created in Google Task
    2. 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

    1. A new call is ended in RingCentral
    2. 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

    1. You are invited to a new Calendly event
    2. Zapier creates a copy of that event in your PracticePantehr

    Apps involved

    • Calendly
    • PracticePanther Legal Software
  • Send Gmail emails to new PracticePanther contacts

    Do you follow up with new contacts via Gmail? This integration will send a welcome email of your creation when a new contact is added into PracticePanther. No more manual follow up for you!

    How this PracticePanther - Gmail integration works

    1. Triggers when a new contact is added in PracticePanther
    2. Zapier sends a Gmail email to that new contact

    Apps involved

    • PracticePanther Legal Software
    • Gmail
  • Create boards in Trello when new matters are created in PracticePanther

    Managing your firm is easier when you can see all the information you need in one place. Use this Zapier integration to automatically create boards in Trello when new matters are created in PracticePanther. You can use this to keep track of all your tasks and notes in Trello.

    Note: You can narrow down the PracticePanther matter using tags or other fields.

    How this PracticePanther-Trello integration works

    1. A new matter is created in PracticePanther
    2. Zapier creates a board in Trello for that matter

    Apps involved

    • PracticePanther Legal Software
    • Trello
  • Subscribe new PracticePanther contacts to AWeber

    Do you want to follow up with your contacts? Do you want to keep everyone up-to-date on the latest news or send a monthly newsletter? Automate this process by sending new created PracticePanther contact's to an AWeber email list. This Zapier integration will create a new AWeber subscriber when a new contact is created in PracticePanther.

    How it works

    1. A new contact is created in PracticePanther
    2. Zapier creates an AWeber subscriber based on the contact's information.

    What you need

    • PracticePanther account
    • AWeber account
  • Create contacts in eEndorsements from new contacts in Practice Panther

    Use this integration to transfer new contacts from Practice Panther to eEndorsements. Make the process of asking for client reviews seamless!

    How this Practice Panther-eEndorsements integration works:

    1. As you get new contacts in Practice Panther
    2. Zapier transfers the contact information to eEndorsements

    Apps involved:

    • Practice Panther
    • eEndorsements

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PracticePanther Legal Software Integration Details

Launched on Zapier March 14, 2018

Zapier combines Triggers (like "New Task") and Actions (like "Create Matter") 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:

New Task

Triggers when a new task is created.

New Matter

Triggers when a new matter is created.

New Contact

Triggers when a new contact is created.

New Note

Triggers when a new note is created.

New Bank Account

Get Bank Accounts.

New Time Entry

Triggers when a new time entry is created.

New User

Triggers when a new user is created.

New Email

Triggers when a new email is created.

New Invoice

Triggers when a new invoice is created.

New Relationship

New Relationship.

New Expense

Triggers when a new expense is created.

New Expense Category

Triggers when a new expense category is created.

New Event

Triggers when a new event is created.

New Item

Triggers when a new item is created.

New Payment

Triggers when a new payment is created.

New Call Log

Triggers when a new call log is created.

Create Matter

Creates a matter.

Create Task

Creates a task.

Create Contact

Creates a contact.

Create Item

Creates an item.

Create Time Entry

Creates a time entry.

Create Email

Creates an email.

Create Expense

Creates an expense.

Create Bank Account

Creates a bank account.

Create Call Log

Creates a call log.

Create Note

Creates a note.

Create Event

Creates an event.

Create Expense Category

Creates an expense category.

Find User

Searches for a user by email address.

Find Matter

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

Find Contact

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

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