PracticePanther Legal Software and Salesflare

CRM (Customer Relationship Management)

How to connect PracticePanther Legal Software

Via Zapier — 33 operations available. Set it up ↗

What you can automate

When new Contact in PracticePanther Legal Software, find or create contact in Salesflare.
When new Bank Account in PracticePanther Legal Software, find or create account in Salesflare.
When new Email in PracticePanther Legal Software, find or create contact in Salesflare.
When new Invoice in PracticePanther Legal Software, create opportunity, then find or create contact in Salesflare.
When new Note in PracticePanther Legal Software, create internal note in Salesflare.
When new Payment in PracticePanther Legal Software, create opportunity, then find or create contact in Salesflare.

About PracticePanther Legal Software

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

PracticePanther Legal Software operations on Zapier

Triggers (16)

Start a workflow when this happens

New Bank Account — Get Bank Accounts.
New Call Log — Triggers when a new call log is created.
New Contact — Triggers when a new contact is created.
New Email — Triggers when a new email is created.
New Event — Triggers when a new event is created.

Show 11 more triggers

New Expense — Triggers when a new expense is created.
New Expense Category — Triggers when a new expense category is created.
New Invoice — Triggers when a new invoice is created.
New Item — Triggers when a new item is created.
New Matter — Triggers when a new matter is created.
New Note — Triggers when a new note is created.
New Payment — Triggers when a new payment is created.
New Relationship — New Relationship.
New Task — Triggers when a new task is created.
New Time Entry — Triggers when a new time entry is created.
New User — Triggers when a new user is created.

Actions (14)

Things Salesflare can make it do

Create Bank Account — Creates a bank account.
Create Call Log — Creates a call log.
Create Contact — Creates a contact.
Create Email — Creates an email.
Create Event — Creates an event.

Show 9 more actions

Create Expense — Creates an expense.
Create Expense Category — Creates an expense category.
Create Item — Creates an item.
Create Matter — Creates a matter.
Create Note — Creates a note.
Create Task — Creates a task.
Create Time Entries — Creates a time entry.
Find or Create Contact — Find or Create Contact
Find or Create Matter — Find or Create Matter

Searches (3)

Look up existing records

Find Contact — Searches for a contact by email address, name, contact number or phone number, and can create one if not found.
Find Matter — Searches for a matter by name or number, or create one if not found.
Find User — Searches for a user by email address.

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