Assign a Task Template List.

Creates a company contact.

Creates a new expense entry.

Creates a new matter.

Creates a person contact.

Creates a new time entry.

Update an existing matter.

Upload document to matter.

Finds a Bill by Client ID, Matter ID or Invoice number.

Find newest matter by client email.

Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find or Create Company Contact

Find or Create Person Contact

Triggers when a new file is added to any first-level subfolder of the selected folder. Files added directly to the selected folder do not trigger.

Triggers when a new list is created.

Triggers when a file is created or updated in the selected folder (excludes subfolders).

Triggers when a site page is created or updated.

Create new folder in selected document library.

Creates a new item in a list.

Send a sharing invitation to specific recipients for a file or folder.

Create a new text file with custom content.

Deletes a list item from a list.

Exports a file to PDF or HTML format.

Sets status of an existing page to published.

Replaces an existing file with new content.

Uploads a file to document library.

Search for files or folders.

Searches for SharePoint sites by name or keyword.

Retrieves information about a file or folder by its ID.

List all users and groups who have access to a file or folder.

Gets a specific site page using its unique ID.

Updates an existing company contact.

Generate a document from a document template and attach it to a matter.

Creates a new folder in a matter.

Creates a new matter note.

Creates a new task.

Updates an existing person contact.

Updates a task.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find a company contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find a matter by number, display number, description, or client name.

Find a user by name.

Find or Create a Matter

Triggers when a new file is created in the selected folder (excludes subfolders).

Triggers when a new direct subfolder is created in the selected folder (or drive root), or when an existing direct subfolder is renamed.

Triggers when a new item is created in a list.

Triggers when a list item is created or updated.

Copies a file or folder within or across sites.

Creates a new list in a site.

Creates a new site page in SharePoint.

Creates a sharing link for a file or folder.

Deletes a file or folder from a document library.

Deletes a site page from SharePoint.

Moves a file or folder to a different location within the same document library. Optionally rename the item.

Remove specific user access to a file or folder. Requires either email address or permission ID.

Updates an existing item in a list.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds list items by searching field values.

Checks the status of a copy operation and returns the new file ID when complete.

Retrieves all files and subfolders within a specified folder.

Gets a list item by its ID.

Retrieves metadata about a SharePoint site, such as title, description, and URL.