Salesflare Salesflare Integrations

PracticePanther and Salesflare

practicepanther.com ↗

How to connect PracticePanther

What you can automate

  • When new Emails in PracticePanther, create a contact in Salesflare.
  • When new Invoices in PracticePanther, create an opportunity, then create a contact in Salesflare.
  • When new Notes in PracticePanther, create an internal note in Salesflare.
  • When new Payments in PracticePanther, create an opportunity, then create a contact in Salesflare.
  • When new Tasks in PracticePanther, create a task in Salesflare.
  • When new Tasks in Salesflare, create a Task in PracticePanther.

PracticePanther operations on Make

Triggers (13)

Start a workflow when this happens

  • Watch Call Logs — Triggers when a new call log is created.
  • Watch Emails — Triggers when a new email is created.
  • Watch Events — Triggers when a new event is created.
  • Watch Expense Categories — Triggers when a new expense category is created.
  • Watch Expenses — Triggers when a new expense is created.
Show 8 more triggers
  • Watch Invoices — Triggers when a new invoice is created.
  • Watch Items — Triggers when a new item is created.
  • Watch Matters — Triggers when a new matter is created.
  • Watch Notes — Triggers when a new note is created.
  • Watch Payments — Triggers when a new payment is created.
  • Watch Tasks — Triggers when a new task is created.
  • Watch Time Entries — Triggers when a new time entry is created.
  • Watch Users — Triggers when a new user is created.

Actions (56)

Things Salesflare can make it do

  • Create a Bank Account — Creates a bank account.
  • Create a Call Log — Creates a call log.
  • Create a Matter — Creates a matter.
  • Create a Note — Creates a note.
  • Create a Relationship — Creates a relationship.
Show 51 more actions
  • Create a Task — Creates a task.
  • Create a Time Entry — Creates a time entry.
  • Create an Email — Creates an email.
  • Create an Event — Creates an event.
  • Create an Expense — Creates an expense.
  • Create an Expense Category — Creates an expense category.
  • Create an Item — Creates an item.
  • Delete a Bank Account — Deletes a bank account.
  • Delete a Call Log — Deletes a call log.
  • Delete a Matter — Deletes a matter.
  • Delete a Note — Deletes a note.
  • Delete a Payment — Deletes a payment.
  • Delete a Relationship — Deletes a relationship.
  • Delete a Task — Deletes a task.
  • Delete a Time Entry — Deletes a time entry.
  • Delete a User — Deletes a user.
  • Delete an Email — Deletes an email.
  • Delete an Event — Deletes an event.
  • Delete an Expense — Deletes an expense.
  • Delete an Expense Category — Deletes an expense category.
  • Delete an Invoice — Deletes an invoice.
  • Delete an Item — Deletes an item.
  • Get a Bank Account — Gets a bank account.
  • Get a Call Log — Gets a call log.
  • Get a Contact — Gets a contact.
  • Get a Matter — Gets a matter.
  • Get a Note — Gets a note.
  • Get a Payment — Gets a payment.
  • Get a Relationship — Gets a relationship.
  • Get a Task — Gets a task.
  • Get a Time Entry — Gets a time entry.
  • Get a User — Gets a user.
  • Get an Email — Gets an email.
  • Get an Event — Gets an event.
  • Get an Expense — Gets an expense.
  • Get an Expense Category — Gets an expense category.
  • Get an Invoice — Gets an invoice.
  • Get an Item — Gets an item.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Bank Account — Updates a bank account.
  • Update a Call Log — Updates a call log.
  • Update a Matter — Updates a matter.
  • Update a Note — Updates a note.
  • Update a Relationship — Updates a relationship.
  • Update a Task — Updates a task.
  • Update a Time Entry — Updates a time entry.
  • Update an Email — Updates an email.
  • Update an Event — Updates an event.
  • Update an Expense — Updates an expense.
  • Update an Expense Category — Updates an expense category.
  • Update an Item — Updates an item.

Searches (16)

Look up existing records

  • List Bank Accounts — Gets all bank accounts.
  • List Call Logs — Gets all call logs.
  • List Contacts — Gets all contacts.
  • List Emails — Gets all emails.
  • List Events — Gets all events.
Show 11 more searches
  • List Expense Categories — Gets all expense categories.
  • List Expenses — Gets all expenses.
  • List Invoices — Gets all invoices.
  • List Items — Gets all items.
  • List Matters — Gets all matters.
  • List Notes — Gets all notes.
  • List Payments — Gets all payments.
  • List Relationships — Gets all relationships.
  • List Tasks — Gets all tasks.
  • List Time Entries — Gets all time entries.
  • List Users — Gets all users.

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