PracticePanther Legal Software + Trello

Create Trello cards for new PracticePanther Legal Software matters

Effortlessly manage your legal cases by connecting PracticePanther Legal Software to Trello. With this workflow, every time there's a new matter in PracticePanther, a card will be created in Trello to help you stay organized and up-to-date. Spend less time on manual entries and focus on what matters most - your clients and their cases.

Effortlessly manage your legal cases by connecting PracticePanther Legal Software to Trello. With this workflow, every time there's a new matter in PracticePanther, a card will be created in Trello to help you stay organized and up-to-date. Spend less time on manual entries and focus on what matters most - your clients and their cases.

  1. When this happens...
    PracticePanther Legal SoftwarePracticePanther Legal Software
    New Matter

    Triggers when a new matter is created.

    TriggerScheduled
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    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
  • PracticePanther Legal Software triggers, actions, and search

    New Expense Category

    Triggers when a new expense category is created.

    Trigger
    Scheduled
    Try It
  • PracticePanther Legal Software triggers, actions, and 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
practicepanther-legal-software logo
practicepanther-legal-software logo

About PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn moreHelp

Related categories

  • Project Management

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