Have creation of new matter in PracticePanther create subcustomer [with name of new matter] under the parent customer [PP "contact," if in QBO]

“Beginning step [I believe] of being able to automate use of QBO for trust and operating coordination ”

created by Colin May

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This Zap uses the following 3 apps

PracticePanther Legal Software
PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.
QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
AI by Zapier
Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answer discrete questions like "where should this message be routed?". Or, create your own!

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