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Create or update person record in Airtable from new contact in PracticePanther, and filter by type

Create or update person record in Airtable from new contact in PracticePanther, and filter by type

Create or update person records in Airtable based on new contacts from PracticePanther Legal Software. Determine if the entry is a company or an individual for clearer client management and faster onboarding.

Create or update person record in Airtable from new contact in PracticePanther, and filter by type

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Overview

Create or update person records in Airtable based on new contacts from PracticePanther Legal Software. Determine if the entry is a company or an individual for clearer client management and faster onboarding.

Create or update person record in Airtable from new contact in PracticePanther, and filter by type