Available PracticePanther APIs

Rachel Shanthi Bijja

Updated November 26, 2024 16:34

When you configure an export, import, or other type of flow step using the prebuilt PracticePanther connector, you can select any of the API operations listed below, organized by API type.

Note

If your API endpoint isn’t listed here, switch the flow step to HTTP mode and configure the endpoint provided in the PracticePlanner API documentation. You can also create a composite endpoint for this application in HTTP mode.

Resource	API endpoint	Export	Import
Accounts	List all accounts	X
	Get an account	X
	Create an account		X
	Update an account		X
	Delete an account		X
Bankaccounts	List all bank accounts	X
	Get a bank account	X
	Create a bank account		X
	Update a bank account		X
	Delete a bank account		X
Calllogs	List all call logs	X
	Get a call log	X
	Create a call log		X
	Update a call log		X
	Delete a call log		X
Contacts	List all contacts	X
Contacts	Get a contact	X
Customfields	List all custom fields of company	X
	List all custom fields of matter	X
	List all custom fields of contact	X
	Get a custom field	X
Emails	List all emails	X
	Get an email	X
	Create an email		X
	Update an email		X
	Delete a email		X
Events	List all events	X
	Get an event	X
	Create an event		X
	Update an event		X
	Delete an event		X
Expensecategories	List all expense categories	X
	Get a expense categories	X
	Create a expense categories		X
	Update a expense categories		X
	Delete a expense categories		X
Expenses	List all expenses	X
	Get an expense	X
	Create an expense		X
	Update an expense		X
	Delete an expense		X
Invoices	List all invoices	X
	Get an invoice	X
	Delete an invoice		X
Items	List all items	X
	Get an item	X
	Create an items		X
	Update an item		X
	Delete an item		X
Matters	List all matters	X
	Get a matter	X
	Create a matter		X
	Update a matter		X
	Delete a matter		X
Notes	List all notes	X
	Get a note	X
	Create a note		X
	Update a note		X
	Delete a note		X
Payments	List all payments	X
	Get a payment	X
	Delete a payment		X
Relationships	List all relationships	X
	Get a relationship	X
	Create a relationship		X
	Update a relationship		X
	Delete a relationship		X
Tags	List of all tags currently being used for accounts	X
	List of all tags currently being used for matters	X
	List of all tags currently being used for activites	X
Tasks	List all tasks	X
	Get a task	X
	Create a task		X
	Update a task		X
	Delete a task		X
Time entries	List all time entries	X
	Get a time entries	X
	Create a time entry		X
	Update a time entry		X
	Delete a time entry		X
Users	List all users	X
	Get a user	X
	Get current user	X
	Delete a user		X