Gmail + PracticePanther Legal Software

Send Gmail emails to new PracticePanther contacts

Do you follow up with new contacts via Gmail? This integration will send a welcome email of your creation when a new contact is added into PracticePanther. No more manual follow up for you!

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

What does this mean?

- Assigned To
- Tag
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned to User
Trigger
Scheduled
Try It
New Expense Category
Triggers when a new expense category is created.
Trigger
Scheduled
Try It
New Item
Triggers when a new item is created.
Trigger
Scheduled
Try It

- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
Try It
- Matter
- Contact
Trigger
Scheduled
Try It

- Contact
- Matter
- Billed By
Trigger
Scheduled
Try It
- 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
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
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
- Label or mailbox
- Search keywords
Trigger
Scheduled
Try It
- Label or mailboxRequired
Trigger
Scheduled
Try It
- Search keywordsRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

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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)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

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Gmail + PracticePanther Legal Software

Send Gmail emails to new PracticePanther contacts

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 Label

New Email

New Starred Email

Add Label to Email

Create Draft

Create Label

Remove Label From Email

Find Email

New Bank Account

New Email

New Expense

New Invoice

New Matter

New Payment

New Task

New User

Create Bank Account

Create Email

Create Expense

Create Item

Create Note

Create Time Entries

Find Matter

Find or Create Contact

New Attachment

New Labeled Email

New Email Matching Search

New Thread

Delete Email

Create Draft Reply

Send Email

Reply to Email

Find or Send Email

About Gmail

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IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

About PracticePanther Legal Software

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Zapier Interfaces

Related Zap Templates

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