ActiveCampaign + PracticePanther Legal Software + SignRequest Integrations

How to connect ActiveCampaign + PracticePanther Legal Software + SignRequest

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Do even more with ActiveCampaign + PracticePanther Legal Software + SignRequest

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ActiveCampaign, PracticePanther Legal Software, and SignRequest. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Custom ObjectRequired
- Trigger EventsRequired
Trigger
Instant
Try It
- Task Type (Optional)
Trigger
Instant
Try It
New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It

- List (Deprecated)
Trigger
Instant
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
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- ListRequired
- Importer Note
Trigger
Instant
Try It
- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
Try It
- NameRequired
- Website
- Owner
Action
Write
- Account ID
- NameRequired
- Update OnlyRequired
- Account Owner
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact ID
- Contact Email
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search
- Assigned To
- Tag
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned to User
Trigger
Scheduled
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New Expense Category
Triggers when a new expense category is created.
Trigger
Scheduled
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New Item
Triggers when a new item is created.
Trigger
Scheduled
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- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
Try It
- Matter
- Contact
Trigger
Scheduled
Try It
- Contact
- Matter
- Billed By
Trigger
Scheduled
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- 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
- Team
Trigger
Instant
Try It
- Team
- File
- File From URL
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Custom ObjectRequired
Trigger
Instant
Try It
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- Task type
Trigger
Instant
Try It
New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
Try It
- Importer Note
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- EventRequired
- Tag
Trigger
Instant
Try It
- Account IDRequired
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search
New Bank Account
Get Bank Accounts.
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
Try It
- Matter
- Billed By
- Expense Category
- Contact
Trigger
Scheduled
Try It
- Matter
- Contact
Trigger
Scheduled
Try It
- Assigned To
- Contact Tag
- Matter Tag
- Status
- Contact
Trigger
Scheduled
Try It
- Matter
- Account Type
- Contact
Trigger
Scheduled
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
Try It
New User
Triggers when a new user is created.
Trigger
Scheduled
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
- Team
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Team
- TemplateRequired
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write

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How ActiveCampaign + PracticePanther Legal Software + SignRequest Integrations Work

Step 1: Authenticate ActiveCampaign, PracticePanther Legal Software, and SignRequest.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect ActiveCampaign + PracticePanther Legal Software + SignRequest

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

Help

Related categories

Marketing Automation

Similar apps

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

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.

ActiveCampaign + PracticePanther Legal Software + SignRequest Integrations

How to connect ActiveCampaign + PracticePanther Legal Software + SignRequest

Do even more with ActiveCampaign + PracticePanther Legal Software + SignRequest

New or Updated Custom Object Record

Deal Task Completed

New Automation Webhook

New Campaign Link Click

New Campaign Starts Sending

New Contact Note

New Deal Note

New Deal Added or Updated

New Contact Added to List

New or Updated Contact

Create Account

Create or Update Account

Create Deal (Deprecated)

Remove Contact From Automation

Add Contact to Account

Add/Remove Tag From Contact

Create or Update a Custom Object Record

Create Deal

Create or Update Deal Task

Subscribe or Unsubscribe Contact From List

API Request (Beta)

Find Contact

Find Deal

Find Deal Task

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 Document Received

Send SignRequest

API Request (Beta)

Custom Object Record Deleted

New or Updated Account

New Campaign Bounce

New Campaign Open

New Campaign Unsubscribe

New Contact Task

New Deal Task

New Contact

Updated Contact

Tag Added or Removed From Contact

Update Account

Create or Update Contact

Add Existing Contact to Automation

Create Campaign

Add Contact Note

Create or Update Contact Task

Add Secondary Contact to Deal

Add Note to Deal

Update Deal

Create Tracked Event

Find Account

Find Contact Task

Find Deal Owner

Find User

New Bank Account

New Email

New Expense

New Invoice

New Matter

New Payment

New Task

New User

Create Bank Account