API actions —no coding required!
Automation Actions
Create Company Contact
Update Company Contact
Create Person Contact
Update Person Contact
Search User
Search Persons or Companies
Create Matter
Update Matter
Assign Task Template List
Search Matters
Create Matter Note
Create Task
Update Task
Create Communication
Create Calendar Entry
Create Matter Folder
Create Expense Entry
Create Time Entry
Automation Triggers
New Contact
New Activity
New Matter
Updeted Matter
New Task
Updated Task
New Communication
New Bill
Updated Bill
New Calendar Entry
New Document
