PracticePanther Legal Software + Google Sheets + Asana Integrations
How to connect PracticePanther Legal Software + Google Sheets + Asana
Zapier lets you send info between PracticePanther Legal Software and Google Sheets and Asana automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with PracticePanther Legal Software + Google Sheets + Asana
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 PracticePanther Legal Software, Google Sheets, and Asana. And don’t forget that you can add more apps and actions to create complex workflows.
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 plan
New 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 foundNo Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Headers
Overwrite existing worksheets
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Text Bold
Text Italic
Text Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search from last row
Row Count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row CountRequired
First Row
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Headers
Overwrite existing worksheets
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ProjectRequired
Task
Workspace
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Fields
Disclaimer
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Workspace/Organization
Triggered when you add a new workspace/organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectRequired
TaskRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace or Organization
Project TemplateRequired
Project NameRequired
Privacy Setting
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent Task IDRequired
WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
WorkspaceRequired
Project
Task TemplateRequired
Task Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
TaskRequired
TextRequired
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.WorkspaceRequired
ProjectRequired
Section NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail Address or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Task NameRequired
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
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 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 foundDrive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
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.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search from last row
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search from last row
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Created
Triggered when you create a new tag.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
SectionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workspace / OrganizationRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask IDRequired
WorkspaceRequired
ProjectRequired
SectionRequired
Position in Section
Before/After Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Helptext
Workspace
Project
Tag
NameRequired
Task Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace / OrganizationRequired
ProjectRequired
Section NameRequired
Section to Insert After
Section to Insert Before
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Team
NameRequired
NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Mark Task as complete?
Mark Task as liked?
Name
Assignee
Followers
Tags
Description
Is the description rich text?
Custom Field Info
WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPremium User Help Text
WorkspaceRequired
Projects (Any)
Text
Is Subtask?
Is Completed?
Sort By
Sort Ascending?
Has Attachment?
Is Blocking?
Is Blocked?
Resource Subtype
Custom Fields Help Text
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
NameRequired
Team
NotesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTask IDRequired
WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
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 PracticePanther Legal Software + Google Sheets + Asana Integrations Work
- Step 1: Authenticate PracticePanther Legal Software, Google Sheets, and Asana.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.
About PracticePanther Legal Software
PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.
Related categories
About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Related categories
About Asana
Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
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