Legalboards + PracticePanther Legal Software

Create new tasks in PracticePanther Legal Software from new tasks in Legalboards

Streamline your workflow between Legalboards and PracticePanther Legal Software with this efficient solution. When a new task is created in Legalboards, an equivalent task will be promptly formed in PracticePanther. This automation ensures tasks are seamlessly organized across both platforms, increasing productivity, saving time, and reducing errors in your legal operations.

When this happens...
New Task
Triggers when a new task is created.
TriggerInstant
automatically do this!
Create Task
Creates a task.
ActionWrite

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Supported triggers and actions

- Board
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
New Clio Task
Triggers when a new clio task is created.
Trigger
Instant
Try It
- Parameter
Trigger
Instant
Try It
- Type
- Assignee
- Reporter
Trigger
Instant
Try It

- TypeRequired
- BoardRequired
Action
Write
- Assigned To
- Tag
Trigger
Polling
Try It

- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned to User
Trigger
Polling
Try It
New Expense Category
Triggers when a new expense category is created.
Trigger
Polling
Try It
New Item
Triggers when a new item is created.
Trigger
Polling
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It
- Contact
- Matter
- Billed By
Trigger
Polling
Try It
- UserRequired
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Write
- SubjectRequired
- Date/TimeRequired
- DurationRequired
- DirectionRequired
- UserRequired
- Contact
- Matter
- Notes
- Tags
Action
Write
- SubjectRequired
- Start Date/TimeRequired
- End Date/TimeRequired
- All Day Event?Required
- UserRequired
- Matter
- Contact
- Notes
- Location
- Tags
Action
Write
- NameRequired
Action
Write
- ContactRequired
- Matter NameRequired
- StatusRequired
- UserRequired
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Write
- UserRequired
- SubjectRequired
- Contact
- Matter
- Status
- Notes
- Due Date
- Tags
Action
Write
- Search TextRequired
Action
Search
- Email AddressRequired
Action
Search
- Contact
- Search TextRequired
- ContactRequired
- Matter NameRequired
- StatusRequired
- UserRequired
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Search or write

New Board Team
Triggers when a board team is added.
Trigger
Instant
Try It
- User
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
- Client
- Area
- Status
Trigger
Instant
Try It
- BoardRequired
- TitleRequired
- Sub-TitleRequired
- NoteRequired
Action
Write
- BoardRequired
- ClientRequired
- Practice AreaRequired
- Number/TitleRequired
- Opening
- Limiting
- Description
- StatusRequired
Action
Write
New Bank Account
Get Bank Accounts.
Trigger
Polling
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
Try It
- Matter
- Billed By
- Expense Category
- Contact
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It
- Assigned To
- Contact Tag
- Matter Tag
- Status
- Contact
Trigger
Polling
Try It
- Matter
- Account Type
- Contact
Trigger
Polling
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- TypeRequired
- NameRequired
Action
Write
- From - Email AddressRequired
- To - Email AddressRequired
- To - Display Name
- SubjectRequired
- DateRequired
- Contact
- Matter
- BodyRequired
- From - Display Name
Action
Write
- Contact
- Quantity
- MatterRequired
- DateRequired
- Price
- Billable?Required
- Description
- Billed By
- Category
Action
Write
- NameRequired
- RateRequired
- Code
- Description
Action
Write
- DateRequired
- SubjectRequired
- UserRequired
- Contact
- Matter
- Note
- Tags
Action
Write
- ContactRequired
- MatterRequired
- Billed ByRequired
- Billable?Required
- DateRequired
- Hourly Rate
- Description
- Hours
- Item
- Private Notes
Action
Write
- Contact
- Search TextRequired
Action
Search
- Search TextRequired
- UserRequired
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Search or write

About Legalboards

Legalboards streamline your workflow and Reduce the learning curve of new team members.

Related categories

Project Management

About PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new PracticePanther Legal Software matters to Legalboards

Create tasks in PracticePanther Legal Software when new cards are moved in Legalboards

Legalboards + PracticePanther Legal Software

Create new tasks in PracticePanther Legal Software from new tasks in Legalboards

Move Card

New Card

New Clio Task

New Follow Up

New Task

Create Contact Card

New Contact

New Call Log

New Event

New Expense Category

New Item

New Note

New Relationship

New Time Entry

Create Contact

Create Call Log

Create Event

Create Expense Category

Create Matter

Create Task

Find Contact

Find User

Find or Create Matter

New Board Team

New Card Member

New Contact

New Matter

Create Card

Create Matter Card

New Bank Account

New Email

New Expense

New Invoice

New Matter

New Payment

New Task

New User

Create Bank Account

Create Email

Create Expense

Create Item

Create Note

Create Time Entries

Find Matter

Find or Create Contact

About Legalboards

Related categories

About PracticePanther Legal Software

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates