PracticePanther Legal Software + Trello

Create Trello cards for new payments in PracticePanther Legal Software

Organize your financial updates with this efficient workflow. When there's a new payment in PracticePanther Legal Software, a corresponding card is created in Trello. This makes it easy for law firms to track payments and tasks in one digital space, reducing manual data entry and increasing productivity.

Organize your financial updates with this efficient workflow. When there's a new payment in PracticePanther Legal Software, a corresponding card is created in Trello. This makes it easy for law firms to track payments and tasks in one digital space, reducing manual data entry and increasing productivity.

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

    Triggers when a new payment 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 more

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 more

Related categories

  • Project Management

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