Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

PracticePanther
Trigger: Watch Call Logs
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a new call log is created.

  • Triggers when a new email is created.

  • Triggers when a new event is created.

  • Triggers when a new expense category is created.

  • Triggers when a new expense is created.

  • Triggers when a new invoice is created.

  • Triggers when a new item is created.

  • Triggers when a new matter is created.

  • Triggers when a new note is created.

  • Triggers when a new payment is created.

  • Triggers when a new task is created.

  • Triggers when a new time entry is created.

  • Triggers when a new user is created.

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)