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PracticePanther Legal Software + Shape

Create records in Shape when new contacts are created in PracticePanther Legal Software

When a new contact is created in PracticePanther Legal Software, you’ll want to send them a follow-up text or email. This integration will streamline that process, automatically adding every new contact created in PracticePanther Legal Software to Shape Software as a new record for easy follow-up!

When a new contact is created in PracticePanther Legal Software, you’ll want to send them a follow-up text or email. This integration will streamline that process, automatically adding every new contact created in PracticePanther Legal Software to Shape Software as a new record for easy follow-up!

  1. When this happens...
    PracticePanther Legal SoftwarePracticePanther Legal Software
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Assigned To

    • Tag

    Trigger
    Scheduled
    Try It
    • Contact

    • Matter

    • Tag

    • Assigned To

    Trigger
    Scheduled
    Try It
    • Contact

    • Matter

    • Tag

    • Assigned to User

    Trigger
    Scheduled
    Try It
  • PracticePanther Legal Software triggers, actions, and search

    New Expense Category

    Triggers when a new expense category is created.

    Trigger
    Scheduled
    Try It
practicepanther-legal-software logo
practicepanther-legal-software logo

About PracticePanther Legal Software

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

Related categories

  • CRM (Customer Relationship Management)

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shape logo
shape logo

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

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