PracticePanther Legal Software + ServeManager Integrations

How to connect PracticePanther Legal Software + ServeManager

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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
ServeManager
Triggers when an invoice is issued.
Scheduled
Trigger
ServeManager
Triggers when a new affidavit document is created.
Scheduled
Trigger
ServeManager
Triggers when a new attempt is logged.
Scheduled
Trigger
ServeManager
Triggers when a new company is created.
Scheduled
Trigger
ServeManager
Triggers when new job is created.
Scheduled
Trigger
ServeManager
Creates a new company.
Scheduled
Action
ServeManager
Creates a Court Case.
Scheduled
Action
ServeManager
Upload a file to an existing job.
Scheduled
Action
ServeManager
Creates a new job.
Scheduled
Action
ServeManager
Create a new note on a job.
Scheduled
Action
ServeManager
Find an existing company.
Scheduled
Action
ServeManager
Find an existing court case.
Scheduled
Action
ServeManager
Finds an existing job.
Scheduled
Action
ServeManager
Find or Create Company
Scheduled
Action
ServeManager
Find or Create Court Case
Scheduled
Action
ServeManager
Find or Create Job
Scheduled
Action

How PracticePanther Legal Software + ServeManager Integrations Work

Step 1: Authenticate PracticePanther Legal Software and ServeManager.
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.

Connect apps

Connect PracticePanther Legal Software + ServeManager

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)

About ServeManager

ServeManager provides process servers with the tools they need run their business, while giving their law firm clients a dashboard to track the status and activity associated with service of process.

Learn more

Related categories

CRM (Customer Relationship Management)

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