Case Status + PracticePanther Legal Software
Create new Practice Panther matter notes for new Case Status messages
This Zapier automation helps your firm house messages in Practice Panther. A new note within the matter will be created when the client sends a message from Case Status.
This Zapier automation helps your firm house messages in Practice Panther. A new note within the matter will be created when the client sends a message from Case Status.
- When this happens...New Client Communication Activity
Triggers when there is new client communication activity on any case on your firm.
- automatically do this...Find Matter
Searches for a matter by name or number, or create one if not found.
- then do this!Create Note
Creates a note.
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New File Activity
Triggers when there is a new file added by a client to any case on your firm.
Try ItCaseRequired
Integration Id
Readable ID Required
Client Phone NumberRequired
Create New ClientRequired
Client Email
Client First Name
Client Last Name
Description
Closed Date
Case Date
AttorneyRequired
Case Type
Case Status
Paralegal
Integration Id
Case IDRequired
Integration ID
Message ContentRequired
New Client Communication Activity
Triggers when there is new client communication activity on any case on your firm.
Try ItCase Id Required
Appointment Integration IdRequired
Appointment TypeRequired
Date and TimeRequired
Appointment TitleRequired
Provider Type
Provider Name
Office Name
Address/URL
Description
Attendees
Readable ID Required
Integration Id
Create New ClientRequired
Client Phone Number(s)Required
Client Email
Client First Name
Client Last Name
Primary AttorneyRequired
Attorney Email List
Paralegal Email List
Closed Date
Case Date
Case Type
Case Status
Description
Case IDRequired
Integration ID
Status Name
Stop Zap if Status not FoundRequired
Stop Zap if Case not FoundRequired
