Cancels a specific appointment and gives you the option to notify all attendees about the cancellation.

Adds a new contact to your chosen platform, allowing you to store and manage their details for future use.

Creates a new matter or prospect in your system, allowing you to start tracking and managing new client cases or potential clients.

Creates a brand new note in your selected app, allowing you to quickly capture and organize your information.

Permanently removes a specific contact from your account using their unique ID.

Deletes a specific matter from your account using its unique ID.

Deletes a specific note from your account using its unique ID.

Searches for a contact whose name exactly matches the one you provide (note: it’s case-sensitive).

Searches for a contact in your database using their email address, helping you quickly locate specific contact details.

Searches for a contact in your database using their phone number, helping you quickly locate specific contact details.

Searches for a specific matter in your system using the provided email address, helping you quickly locate relevant case information linked to that email.

Searches for a prospect whose name exactly matches the one you provide (note: the search is case-sensitive).

Searches for a matter (prospect) in your system using a specific phone number, helping you quickly locate the relevant record.

Retrieves detailed information about a specific contact.

Retrieves detailed information about a specific matter.

Fetches and displays the details of a specific note you select, allowing you to view its full content and related information.

Retrieves detailed information about a specific appointment.

Retrieves a detailed list of scheduled appointment events from your system, helping you keep track of all upcoming and past appointments.

Retrieves a detailed list of contacts stored in your system, allowing you to view and manage all available contact information.

Retrieves a detailed list of all matters currently stored in the system, allowing you to view and manage your existing matters with ease.

Allows you to make a custom API request to the service, using your authorized connection. This lets you access specific endpoints or features that may not be available through the standard modules.

Updates the details of a specific contact using its unique ID, allowing you to modify information such as name, email, or other contact fields.

Updates the details of an existing matter in the system, allowing you to modify information such as status, description, or other relevant fields.

Allows you to update the title and the content of an existing note, making it easy to keep your information current and organized.

Triggers when a new appointment is scheduled, allowing you to automatically start workflows whenever a booking is made.

This module activates whenever a new contact is added or when details of an existing contact are updated, helping you stay up-to-date with the latest changes in your contact list.

Triggers whenever someone submits a new entry through your custom form, allowing you to automatically process or respond to each new submission.

Triggers when a new matter is created or when an existing matter is updated, allowing you to automatically respond to changes or additions in your matters.

Triggers whenever a new note is added or an existing note is modified, allowing you to take action whenever there are changes to your notes.