CallRail + PracticePanther Legal Software
Create new items in PracticePanther Legal Software when phone calls are completed in CallRail
When a phone call is completed in CallRail, instantly create a new item in your PracticePanther Legal Software. This workflow provides a streamlined solution for legal service providers to keep track of all completed phone calls swiftly and effectively, allowing for greater organization and efficiency. It's a seamless bridge between your phone system and case management, ensuring no important calls get overlooked.
When a phone call is completed in CallRail, instantly create a new item in your PracticePanther Legal Software. This workflow provides a streamlined solution for legal service providers to keep track of all completed phone calls swiftly and effectively, allowing for greater organization and efficiency. It's a seamless bridge between your phone system and case management, ensuring no important calls get overlooked.
- When this happens...Phone Call Completed
Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
- automatically do this!Create Item
Creates an item.
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