Airtable + PracticePanther Legal Software
Create new contacts in PracticePanther Legal Software from new records in Airtable
Ensure your client data is consistent and organized. With this workflow, whenever you add a new record to your Airtable database, it will create a new contact entry in your PracticePanther Legal Software. This smooth integration ensures that your business and client information remains cohesive throughout your systems, eliminating the need for manual data input and increasing your team's productivity overall. Benefit from streamlined data management and stay focused on your all-important legal tasks.
Ensure your client data is consistent and organized. With this workflow, whenever you add a new record to your Airtable database, it will create a new contact entry in your PracticePanther Legal Software. This smooth integration ensures that your business and client information remains cohesive throughout your systems, eliminating the need for manual data input and increasing your team's productivity overall. Benefit from streamlined data management and stay focused on your all-important legal tasks.
- When this happens...New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- automatically do this!Create Contact
Creates a contact.
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type
