PracticePanther Legal Software + Google Drive + Airtable Integrations
How to connect PracticePanther Legal Software + Google Drive + Airtable
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Do even more with PracticePanther Legal Software + Google Drive + Airtable
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PracticePanther Legal Software, Google Drive, and Airtable. And don’t forget that you can add more apps and actions to create complex workflows.
Contact
Matter
Tag
Assigned To
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact
Matter
Tag
Assigned to User
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Expense Category
Triggers when a new expense category is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Item
Triggers when a new item is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact
Matter
Status
Tag
Assigned to User
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUserRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Subject of the call.
Date/TimeRequired
DurationRequired
DirectionRequired
Inbound/Outbound.
UserRequired
Contact
Matter
Notes
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
SubjectRequired
Contact
Matter
Status
Notes
Due Date
Tags
Select from list of tags, or use custom value to create your own.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TextRequired
Enter full name, email or phone number.
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
The email address of the user in PracticePanther.
ActionThis is an event a Zap performs.SearchFind existing data in your appContact
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.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for updated files. Keep clicking to go inside folders. Please note: files updated within 5 minutes after creation or located in subfolders of the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Include Deleted
Should this trigger also on files that are deleted?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File to Move
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
FolderRequired
Destination folder to move into. Keep clicking to drill down into child folders.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder to find/replace this file into. Keep clicking to drill down into child folders. Places at the top-level if none picked.
File to ReplaceRequired
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File to create a shortcut to
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Destination folder for shortcut. Keep clicking to drill down into child folders.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
File Types
Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
ActionThis is an event a Zap performs.SearchFind existing data in your appFile NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
File Types
Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBaseRequired
TableRequired
Limit to View
(Optional) Limit to records added to a specific View, and return records in the View order.
Include file contents?
Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBaseRequired
Base in which to create the record.
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
Pick the Airtable base containing the records you wish to update.
TableRequired
Pick the Airtable table containing the records you wish to update.
RecordRequired
Pick the Airtable record that you wish to update.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
Base to search for a record.
TableRequired
Pick an Airtable table that you want to search.
Search by Field
Pick a field from the base to match against the search value.
Search Value
The value of unique identifier for the record.
Search Formula
(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
Limit to View
You can optionally limit the search to a specific view id.
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Base in which to create the record.
TableRequired
Pick an Airtable table that you want to search.
Search by Field
Pick a field from the base to match against the search value.
Search Value
The value of unique identifier for the record.
Search Formula
(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
Limit to View
You can optionally limit the search to a specific view id.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Bank Account
Get Bank Accounts.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact
Matter
Tag
Assigned To
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planMatter
Billed By
Expense Category
Contact
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAssigned To
Contact Tag
Matter Tag
Status
Contact
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planMatter
Account Type
Trust / Operating.
Contact
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact
Matter
Status
Tag
Assigned to User
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTypeRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From - Email AddressRequired
To - Email AddressRequired
To - Display Name
SubjectRequired
DateRequired
Contact
Matter
BodyRequired
From - Display Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
RateRequired
Code
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
SubjectRequired
UserRequired
Contact
Matter
Note
Tags
Pick from the list of tags, or use the custom value to create your own.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for new subfolders. Keep clicking to go inside folders. Please note: new folders added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFileRequired
File to Copy
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we name the new copy as "Copy of {original file name}".
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder to put the new copy into. Keep clicking to drill down into child folders. Defaults to the same folder as the source file's.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
File NameRequired
File ContentRequired
Use plain text.
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
File IdRequired
Sharing PreferenceRequired
This will add a group that the file is shared with, but not remove any existing groups it is shared with. Sharing with an organization is only valid for G Suite users.
Organization Domain
Domain name of your G Suite organization (required if you chose a "Sharing Preference" that includes your organization). Example:
yourcompany.com
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Drive are located here https://developers.google.com/drive/api/v3/reference
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBaseRequired
TableRequired
Help Text
You must have at least one "Last Modified Time" type column in your Table in order to use this Trigger. Learn more about those here.
Which timestamp field should this Zap use to check for updates?Required
When this column changes to a new timestamp, your Zap will trigger on the corresponding record. Note: Must be a Last Modified Time column type.
Limit to View
Filter on updates to a specific View in your Table.
Include file contents?
Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBaseRequired
Base in which to create the record.
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
Base to search for a record.
TableRequired
Pick an Airtable table that you want to search.
Search by Field
Pick a field from the base to match against the search value.
Search Value
The value of unique identifier for the record.
Search Formula
(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
Limit to View
Limit the search to a specific view. Useful for sorting results.
Include file contents?
Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Base in which to create the record.
TableRequired
Pick an Airtable table that you want to search.
Search by Field
Pick a field from the base to match against the search value.
Search Value
The value of unique identifier for the record.
Search Formula
(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
Limit to View
Limit the search to a specific view. Useful for sorting results.
Include file contents?
Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How PracticePanther Legal Software + Google Drive + Airtable Integrations Work
- Step 1: Authenticate PracticePanther Legal Software, Google Drive, and Airtable.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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