PracticePanther Legal Software + Broadly Integrations

See the kind of workflows teams build with PracticePanther Legal Software and Broadly below — describe the exact one you want above and the Agent builds it on demand.

PracticePanther Legal Software + Broadly When business triggers occur in Broadly, sync client review profiles to PracticePanther Legal Software. See details

Sync newly created leads across CRM platforms When a new lead is captured in PracticePanther Legal Software, automatically create or update the matching contact in Broadly to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Broadly, update the corresponding opportunity stage in PracticePanther Legal Software for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in PracticePanther Legal Software, log a status update activity on the corresponding account record in Broadly. See details

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Triggers & actions for PracticePanther Legal Software and Broadly

Everything PracticePanther Legal Software and Broadly can do inside a workflow — the triggers that start one and the actions that run when it fires.

PracticePanther Legal Software Explore PracticePanther Legal Software →

PracticePanther Legal Software is a cloud-based practice management and CRM solution designed specifically for law firms and legal professionals.

Triggers

New Contact

Triggers when a new contact is created.

New Bank Account

Get Bank Accounts.

New Call Log

Triggers when a new call log is created.

New Email

Triggers when a new email is created.

New Event

Triggers when a new event is created.

New Expense

Triggers when a new expense is created.

Actions

Create Contact

Creates a contact.

Create Bank Account

Creates a bank account.

Create Call Log

Creates a call log.

Create Email

Creates an email.

Create Event

Creates an event.

Create Expense

Creates an expense.

Broadly Explore Broadly →

Broadly is a customer engagement tool that helps local businesses generate online reviews, capture leads, and process payments.

Triggers

Setup Business App as Trigger

This is a guide to help you set up Business App as the Trigger application in your Zapier workflows.

Actions

Create or Update CRM Activity

Create a new log activity in the CRM.

Run Automation

Run any automation that uses a manual or API trigger

Legacy Create Customer & Transaction

Creates a new customer and review eligible transaction activity

Create or Update Company

Creates or Updates a company. Also used to return values for an existing record.

Create or Update Contact

Creates or Updates a contact. Also used to return values for an existing record.

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