Initiates the activation of a user activated workflow as part of an automated workflow process.

Creates a new company or organizational contact. Useful for client intake, corporate record management, and linking to matters or leads.

Schedules a new event in the calendar. Facilitates appointment setting, court dates, or task deadlines within your legal workflow.

Creates a flat fee billing entry associated with a specific legal matter.

Adds a new note to a lead record, supporting enhanced lead tracking and context.

Adds a comment or internal note to an existing matter. Use this to log updates, capture insights, or maintain audit trails within the matter record.

Initiates a new legal matter with associated metadata. Perfect for starting new casework, assigning responsible parties, and launching related workflows.

Logs a new time entry for billing or internal tracking purposes. Enables timekeeping consistency across client matters and billing workflows.

Updates information for an existing lead record. Supports lead management workflows by reflecting the most recent status or engagement details.

Modifies the details of an existing individual contact, ensuring up-to-date contact information.

Searches for and returns the most recently created contact that matches a specified custom field value.

Retrieves an existing lead based on search criteria. Use this to reference, update, or act upon known prospective clients.

Locates the latest matter associated with a given client email address.

Retrieves details of a team member based on user identification criteria.

Triggers at a specified time before an event in your calendar starts.

Triggers when a new event is created in your calendar.

Triggers when a new e-mail is received in your inbox.

Triggers when an event is updated.

Sets the categories applied to an email.

Create a copy of an email in another folder.

Creates a new contact.

Creates a draft reply for an email.

Deletes an existing contact.

Deletes an existing event.

Forwards an existing email to new recipients.

Move an email to a specific folder.

Creates a new reply to a provided email ID.

Send an email from your Office 365 account.

Updates a calendar event information.

Finds a Calendar Event in your calendar.

Finds emails based on search criteria.

Retrieves a specific email attachment using its ID.

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Generates a new communication entry, such as an email, phone call, or internal message.

Adds a new note to an existing contact profile, enhancing client relationship documentation.

Records a new expense item in the system. Useful for logging reimbursable costs, hard/soft disbursements, or firm-related expenditures.

Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.

Creates a new lead associated with a company or organization. Ideal for managing potential corporate clients from initial inquiry to engagement.

Creates a new task associated with an existing matter. Ideal for assigning follow-ups, setting reminders, or initiating procedural steps within the matter workflow.

Creates a new individual contact in the system. Supports contact management, client onboarding, or record keeping for individuals.

Modifies the details of an existing company contact. Maintain up-to-date corporate records and ensure consistency across linked matters.

Applies updates to an existing legal matter, reflecting changes in status, assignments, or related details.

Updates the properties or status of a task, enabling dynamic task management and progress tracking.

Retrieves a specific invoice by using identifiers such as Client ID, Matter ID, or Invoice Number.

Identifies the most recently created matter based on a specified custom field criterion.

Locates a specific stage within a given pipeline by name. Ideal for assigning leads or matters to the correct phase of your process.

Searches for a pipeline in your team’s workspace by name. Useful for dynamic task or lead routing based on specific workflows.

Triggers when there is a new attachment.

Triggers when a new contact is added to your account

Triggers when a new e-mail is received in your inbox that matches a search.

Triggers when a new new message in folder is created.

Adds attendees to a calendar event.

Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.

Create an event in the calendar of your choice.

Creates a draft of an email that can then be reviewed and sent out.

Create a new mail folder.

Delete an email from a shared or own mailbox.

Update the follow-up flag on an email.

Update the read status of an email.

Remove one or more categories from an email.

Send a draft email that was previously created.

Update an email's importance level.

Updates a contact.

Search for a contact.

Searches for emails within a specific folder rather than across all mailboxes.

Retrieves calendar events within a specific date range for reporting and automation.