PracticePanther Legal Software

PracticePanther Legal Software Integrations

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PracticePanther Legal Software Integration Details

Launched on Zapier March 21, 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.

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