PracticePanther Legal Software + Sydnee

PracticePanther Legal Software + Sydnee integrations

Create new Sydnee accounts for new matters in PracticePanther Legal Software

Streamline your legal proceedings with this effective workflow. Whenever a new matter is added in PracticePanther Legal Software, an account is set up in the Sydnee app straight away. This ensures your information stays consistent across both platforms, significantly reducing manual data entry and improving your efficiency. This workflow spares no effort or time, keeping your focus on the more critical aspects of legal management.

When this happens...
New MatterTriggers when a new matter is created.
TriggerPolling
automatically do this!
Create AccountCreates a new account
ActionWrite

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More things you can do with PracticePanther Legal Software and Sydnee

Discover other triggers and actions you can use with PracticePanther Legal Software and Sydnee

- Assigned To
- Tag
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned to User
Trigger
Polling
Try It
New Expense Category
Triggers when a new expense category is created.
Trigger
Polling
Try It
New Item
Triggers when a new item is created.
Trigger
Polling
Try It

- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It

- Contact
- Matter
- Billed By
Trigger
Polling
Try It
- User
  Required
- 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
Action
Write
- Subject
  Required
- Date/Time
  Required
- Duration
  Required
- Direction
  Required
- User
  Required
- Contact
- Matter
- Notes
- Tags
Action
Write
- Subject
  Required
- Start Date/Time
  Required
- End Date/Time
  Required
- All Day Event?
  Required
- User
  Required
- Matter
- Contact
- Notes
- Location
- Tags
Action
Write
- Name
  Required
Action
Write
- Contact
  Required
- Matter Name
  Required
- Status
  Required
- User
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Write
- User
  Required
- Subject
  Required
- Contact
- Matter
- Status
- Notes
- Due Date
- Tags
Action
Write
- Search Text
  Required
Action
Search
- Email Address
  Required
Action
Search
- Contact
- Search Text
  Required
- Contact
  Required
- Matter Name
  Required
- Status
  Required
- User
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Search or write
- Account
Trigger
Polling
Try It
New Task Template
Triggers when there is a new task template.
Trigger
Polling
Try It
- Account
  Required
- Task Template
  Required
Action
Write
- Account Name
  Required
Action
Write
- Account
  Required
- Request Template
  Required
- User
  Required
Action
Write

New Bank Account
Get Bank Accounts.
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
- Matter
- Billed By
- Expense Category
- Contact
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It
- Assigned To
- Contact Tag
- Matter Tag
- Status
- Contact
Trigger
Polling
Try It
- Matter
- Account Type
- Contact
Trigger
Polling
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Type
  Required
- Name
  Required
Action
Write
- From - Email Address
  Required
- To - Email Address
  Required
- To - Display Name
- Subject
  Required
- Date
  Required
- Contact
- Matter
- Body
  Required
- From - Display Name
Action
Write
- Contact
- Quantity
- Matter
  Required
- Date
  Required
- Price
- Billable?
  Required
- Description
- Billed By
- Category
Action
Write
- Name
  Required
- Rate
  Required
- Code
- Description
Action
Write
- Date
  Required
- Subject
  Required
- User
  Required
- Contact
- Matter
- Note
- Tags
Action
Write
- Contact
  Required
- Matter
  Required
- Billed By
  Required
- Billable?
  Required
- Date
  Required
- Hourly Rate
- Description
- Hours
- Item
- Private Notes
Action
Write
- Contact
- Search Text
  Required
Action
Search
- Search Text
  Required
- User
  Required
- 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
Action
Search or write
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Request Template
Triggers when there is a new request template.
Trigger
Polling
Try It
- Email Address
  Required
- Name
  Required
- Account
  Required
- Send Invite Email
  Required
Action
Write
- Account
  Required
Action
Write
- Account
- User
Action
Write

About PracticePanther Legal Software

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

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About Sydnee

Sydnee is a client portal service with task management, live chat, client requests, file storage.

HelpHelp

Related categories

CRM (Customer Relationship Management)