PracticePanther Legal Software + Woodpecker
Populate Woodpecker templates for new relationships in PracticePanther
This integration automatically populates one or more Woodpecker templates with relationship data from PracticePanther when a new relationship is created. You can add a third step to this zap to save the finalized documents to a storage drive of your choice, or simply email them to yourself.
This integration automatically populates one or more Woodpecker templates with relationship data from PracticePanther when a new relationship is created. You can add a third step to this zap to save the finalized documents to a storage drive of your choice, or simply email them to yourself.
New ContactTriggers when a new contact is created.Trigger- New Bank AccountGet Bank Accounts.Trigger
- New Call LogTriggers when a new call log is created.Trigger
- New EmailTriggers when a new email is created.Trigger
- New EventTriggers when a new event is created.Trigger
- New ExpenseTriggers when a new expense is created.Trigger
- New Expense CategoryTriggers when a new expense category is created.Trigger
- New InvoiceTriggers when a new invoice is created.Trigger
- 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
- Woodpecker
Triggers whenever a questionnaire is submitted
Scheduled
Trigger
- Woodpecker
Create or update a client profile within Woodpecker given their email address.
Scheduled
Action
- Woodpecker
Populates one document or multiple with values that you specify.
Scheduled
Action
Related categories
About Woodpecker
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