PracticePanther Legal Software + Redtail CRM
Update PracticePanther Legal Software contacts when Redtail CRM contacts are updated
Effortlessly keep your client information up-to-date between Redtail CRM and PracticePanther Legal Software with this seamless workflow. Once a contact is updated in Redtail CRM, their details will be instantly added or modified in PracticePanther Legal Software, ensuring accurate and consistent data across both platforms. Stay organized and save valuable time with this automation.
Effortlessly keep your client information up-to-date between Redtail CRM and PracticePanther Legal Software with this seamless workflow. Once a contact is updated in Redtail CRM, their details will be instantly added or modified in PracticePanther Legal Software, ensuring accurate and consistent data across both platforms. Stay organized and save valuable time with this automation.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Contact
Creates a contact.
- Free forever for core features
- 14 day trial for premium features & apps
Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
