Email by Zapier + PracticePanther Legal Software + QuickBooks Online Integrations
How to connect Email by Zapier + PracticePanther Legal Software + QuickBooks Online
Zapier lets you send info between Email by Zapier and PracticePanther Legal Software and QuickBooks Online automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with Email by Zapier + PracticePanther Legal Software + QuickBooks Online
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 Email by Zapier, PracticePanther Legal Software, and QuickBooks Online. And don’t forget that you can add more apps and actions to create complex workflows.
Email AddressRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Free Test Limitation
ToRequired
SubjectRequired
Body (HTML or Plain)Required
Attachment
From Name
Reply To
Cc
Bcc
Force Linebreaks?
Enable read receipts?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Bank Account
Get Bank Accounts.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact
Matter
Tag
Assigned To
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planMatter
Billed By
Expense Category
Contact
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAssigned To
Contact Tag
Matter Tag
Status
Contact
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact
Matter
Status
Tag
Assigned to User
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTypeRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From - Email AddressRequired
To - Email AddressRequired
To - Display Name
SubjectRequired
DateRequired
Contact
Matter
BodyRequired
From - Display Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact
Quantity
MatterRequired
DateRequired
Price
Billable?Required
Description
Billed By
Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
RateRequired
Code
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
SubjectRequired
UserRequired
Contact
Matter
Note
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
MatterRequired
Billed ByRequired
Billable?Required
DateRequired
Hourly Rate
Description
Hours
Item
Private Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact
Search TextRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Account
Triggers when you add a new account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when you add a new customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Credit Memo
Triggers when a new credit memo is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Paid
Triggers when an invoice is paid in full. (Balance changes to zero)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier Credit
Triggers when a new supplier credit is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Credit Memo
Triggers when a credit memo is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Estimate
Triggers when an existed estimate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Vendor
Triggers when a new vendor is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.VendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Currency
Global Tax Calculation
Description
AmountRequired
Billable?
Customer
Class
AccountRequired
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deposit To AccountRequired
Transaction Date
Private Note
Currency
Exchange Rate
Global Tax Calculation
Department
Transaction Source
Transaction Location Type
AmountRequired
AccountRequired
Payment Method
Description
Transaction Type
Entity
Class
Check Number
Tax Code
Tax Applicable On
Cash Back Account
Cash Back Amount
Cash Back Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Send Later?
Billing Address
Credit Memo Date
Credit Memo Number
Auto Generate Credit Memo Number
Class
AmountRequired
Service Date
Product/Service
Description
Quantity
Rate
Tax
Class
Message Displayed On Credit Memo
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Number
Line AmountRequired
Line Description
Line Item/Product
Line Item Quantity
Line Item Tax Code
Line Item Service Date
Rate
Tax Calculation
Transaction Date
Expiration Date
Ship Date
Message displayed on estimate
Billing Address
Billing Address City
Billing Address Country
Billing Address Postal Code
Billing Address State/Province
Shipping Address
Shipping Address City
Shipping Address Country
Shipping Address Postal Code
Shipping Address State/Province
Shipping amount
Bill Email
Send later
Discount Value
Discount Percent
Class
Sales Terms
Shipping Method
Tracking Number
Private Note
Transaction Status
Apply Tax After Discount
Print Status
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
SKU
Category
Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
CustomerRequired
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Auto Generate Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Helptext Line Amount
Amount
Tax
Class
Add Bundle Item to invoice?
Message Displayed on Invoice
Message Displayed on Statement
Project ID
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Deposit To Account
Class
Department
Location
Currency
Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Total AmountRequired
Unapplied Amount
Transaction Date
Payment Method
Payment Reference Number
Deposit To Account
Line Amount
Line Linked Invoice
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund FromRequired
Customer
Email
Billing Address
Refund Receipt Date
Refund Receipt Number
Transaction Class
Payment Method
Check Number
Print Later?
Product/ServiceRequired
AmountRequired
Service Date
Description
Quantity
Rate
Tax
Class
Message Displayed On Refund Receipt
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Phone
Mobile
Fax
Other
Website
Print On Check As
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption Details
Job/Parent Customer
Active
Customer Type
Preferred Payment Method
Taxable
Tax Code
Tax Registration Number
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Customer
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Auto Generate Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Receipt IDRequired
Customer
Transaction Date
Shipping Date
Info
Detail Type
Amount
Description
Item
Unit Price
Quantity
Discount Percent
Total Amount
Print Status
Email Status
Payment Reference Number
Deposit To Account
Payment Method
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Tracking Number
Class
Department
Private Note
Customer Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Transaction Date
Document Number
Currency
Exchange Rate
Location
Department
Tax Calculation
Memo
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEstimate IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
ID
Display Name
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Product Name
SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
ID
Display Name
Primary Email Address
Given NameRequired
Family NameRequired
Middle Name
Employee Phone Number
Birth Date
Billable Time
Active
Release Date
Cost Rate
Employee Mobile
Gender
Hired Date
Organization
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Product NameRequired
SKU
TypeRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
Category
Is Taxable?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Contact
Matter
Tag
Assigned To
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact
Matter
Tag
Assigned to User
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense Category
Triggers when a new expense category is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Item
Triggers when a new item is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact
Matter
Status
Tag
Assigned to User
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUserRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Date/TimeRequired
DurationRequired
DirectionRequired
UserRequired
Contact
Matter
Notes
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Start Date/TimeRequired
End Date/TimeRequired
All Day Event?Required
UserRequired
Matter
Contact
Notes
Location
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Matter NameRequired
StatusRequired
UserRequired
Matter Number
Notes
Statute of Limitations Date
Open Date
Close Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
SubjectRequired
Contact
Matter
Status
Notes
Due Date
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TextRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact
Search TextRequired
ContactRequired
Matter NameRequired
StatusRequired
UserRequired
Matter Number
Notes
Statute of Limitations Date
Open Date
Close Date
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Estimate
Triggers when you add a new estimate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Bill Payment
Triggers when a new bill paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deposit
Triggers when a there is a new deposit.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Journal Entry
Triggers when a new journal entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund Receipt
Triggers when there is a new refund receipt.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggers when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Bill
Triggers when a bill is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Customer
Triggers when an existing customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.VendorRequired
Bill Number
Line Item
Line Description
AmountRequired
Qty
Unit Price
Line Class
AP Account
Customer
Due Date
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Global Tax Calculation
Product/Service
Description
Qty
Rate
AmountRequired
Billable?
Customer
Line Class
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Primary Email Address
Given NameRequired
Family NameRequired
Middle Name
Employee Phone Number
Birth Date
Billable Time
Active
Release Date
Cost Rate
Employee Mobile
Gender
Hired Date
Organization
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Display Name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Taxable
Tax Code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payee TypeRequired
Payment TypeRequired
Bank/Credit AccountRequired
Payment Date
Payment Method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
Tax Code
Total Tax
Tax Calculation
Department
Location
Currency
Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal Date
Journal Number
AccountRequired
Debit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
AccountRequired
Credit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line AmountRequired
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Line Item Tax Code
Line Item Class
Transaction Date
Total Discount
Payment Method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Currency
Exchange Rate
Class
Tax Code
Total Tax
Tax Calculation
Shipping Tax
Shipping Cost
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Purchase Order Status
Mailing Address
Shipping Address
Purchase Order Date
Ship Via
Purchase Order Number
PO Email
Account
Description
Amount
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Customer
Class
Your Message to Vendor
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Estimate IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales ReceiptRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bill IDRequired
Vendor
AP Account
Transaction Date
Due Date
Line ID
Amount
Description
Account
Customer
Class
Tax Code
Billable Status
Currency
Exchange Rate
Private Note
Global Tax Calculation
Total Amount
Sales Terms
Department
Document Number
Include in Annual TPAR
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Estimate IDRequired
Customer
Transaction Date
Shipping Date
Detail Type
Amount
Description
Item
Unit Price
Quantity
Discount Percent
Print Status
Email Status
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Class
Sales Terms
Shipping Method
Tracking Number
Document Number
Accepted By
Accepted Date
Exchange Rate
Department
Apply Tax After Discount
Private Note
Customer Memo
Expiration Date
Transaction Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ItemRequired
Name
Type
SKU
Sales Tax Included
Sales Tax Code
Class
Source
Purchase Tax Included
Description
Sub Item
Taxable
Purchase Description
Active
Purchase Cost
Unit Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Phone
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
ID
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Invoice Number
Invoice ID
Invoice Date
Due Date
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Product Name
SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Full NameRequired
Display Name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Taxable
Tax Code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundIDRequired
Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line AmountRequired
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Line Item Tax Code
Line Item Class
Transaction Date
Total Discount
Payment Method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Currency
Exchange Rate
Class
Tax Code
Total Tax
Tax Calculation
Shipping Tax
Shipping Cost
Department
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFull NameRequired
Phone
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Email by Zapier + PracticePanther Legal Software + QuickBooks Online Integrations Work
- Step 1: Authenticate Email by Zapier, PracticePanther Legal Software, and QuickBooks Online.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.
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