Tool

What a loop can do

Clio

- Create, update and search matters and contacts
- Log time entries, expense entries and activities
- Create and update tasks, calendar entries and reminders
- Upload, download and organise documents, folders and document templates
- Create and read bills, payment links, bank accounts and trust line items
- Create and read notes, comments and communications
- Manage custom fields, practice areas, groups and users

Elite 3E

- Create and update time entries and time capture records
- Read and update clients, matters and related parties
- Create and read cost cards and expense records
- Read timekeepers, ethical walls and matter nicknames
- Submit new business intake records
- Attach files to matters

Filevine

- Create, update and read projects, project deadlines and deadline chains
- Create and update contacts and project team members
- Upload, download and organise documents and folders
- Create and update tasks, notes and note comments
- Create and read invoices, billing items and project fund transactions
- Create and read appointments and collection items
- Create and read webhook subscriptions

Jump

- Read and create contacts, meetings and meeting preparation records
- Read meeting transcripts and meeting scorecard results
- Create and update notes and tasks
- Upload and send documents
- Read integrations, signal definitions and users

Karbon

- Create, update and read contacts, organisations and client groups
- Create and update work items and work schedules
- Upload and download files
- Record time entries and timesheets
- Read and create invoices, payments and manual payments
- Read and set custom field values and business cards

Neos

- Read and update case data, general information and case tabs
- Create and update parties, party addresses, phone numbers and email addresses
- Create and read notes, events and appointments
- Search and download documents
- Create and read payments and values
- Read and update staff and user preferences

PracticePanther

- Create, update and read matters, accounts and contacts
- Create and update tasks, events and call logs
- Record time entries, expenses, expense categories and flat fees
- Create and read notes, relationships and items
- Send emails and messages
- Read bank accounts and files

SimpleLegal

- Create, update and read matters, matter groups and matter allocations
- Create and update vendors, vendor groups and vendor field values
- Read and download invoices and invoice payments
- Read and update cost codes, entities and entity field values
- Read matter referrals, purchase orders and users

Surepoint

- Read and update attorneys, clients, matters and sub-clients
- Create and read time entries and cost entries
- Generate and read invoices
- Read attorney rates, expense rates, activity codes and task codes
- Read offices, departments, addresses and master codes
- Upload documents

Zocks

- Read contacts and users
- Read meetings and tasks

Tool

What a loop can do

Addepar

- Run portfolio and transaction queries and views
- Generate reports and download generated reports
- Search and read entities, positions and transactions
- Upload and download files and publish files to the client portal
- Read contacts, groups, group members and users
- Submit, monitor and cancel portfolio and transaction jobs

Orion

- Generate, download and search reports and report inbox items
- Read clients, accounts, registrations, portfolio groups and representatives
- Read account and client assets, transactions and performance summaries
- Create, update and delete goals
- Run and export custom queries
- Upload, download and delete documents

Tamarac

- Create, update and read clients and households
- Assign clients and service teams to households
- Create, update and replace assets, liabilities and their balance histories
- Read accounts, account values, holdings and performance
- Queue and download template, holdings, transaction and account information reports
- Search and download documents
- Set client portal access and household custom fields

Tool

What a loop can do

Box

- Upload, download, copy, move, lock and delete files and folders
- Create and manage shared links, collaborations and watermarks
- Create and read file and folder metadata, classifications and metadata templates
- Create, assign and resolve tasks
- Create, send, resend and cancel sign requests, including from templates
- Generate documents from DocGen templates and track DocGen jobs
- Search files and query items by metadata

Coda

- Read and update docs, pages and page content
- Create, update and delete rows and read tables and columns
- Read and update permissions and ACL settings
- Read formulas and controls
- Export page content and read doc analytics

Egnyte

- Create, read and delete files, folders and entries
- Create and read share links and download links
- Set and read folder permissions and effective permissions
- Create and update projects, including from templates
- Create and read groups, users and bookmarks
- Create and read comments and webhooks
- Restore items from trash

Fax.Plus

- Send, update and delete faxes and outbox faxes
- Download fax pages, thumbnails and reports
- Create and update contacts and contact groups
- Bulk update and bulk delete faxes
- Read and update the account and phone numbers

Google Drive

- Create, read, update and delete files and folders
- Upload and download file content and create files from text
- Manage permissions, shortcuts and shared drives
- Create comments and replies
- Read and restore revisions
- Create, approve and decline approvals and access proposals
- Empty trash

Laserfiche

- Read, copy and delete entries, documents and folders
- Read and set entry fields, tags and templates
- Read folder children and field definitions
- Assign and cancel tasks and read task status
- Read electronic document content and pages

Microsoft OneDrive

- Read, list and delete drive items and files
- Create and update item permissions and item labels
- Read and update Excel worksheets, tables and table rows
- Read and update Excel charts, named ranges and comments
- Check item status

Microsoft SharePoint

- Create, read, update and delete list items and lists
- Read and update list columns and list item versions
- Create and read site pages
- Read and update drive items, document set versions and item labels
- Read and update Excel worksheets, tables, charts and named ranges
- Restore items

NetDocuments

- Create workspaces, folders and lookup entries
- Upload and download files
- Search matters, clients and within cabinets
- Read container contents, summaries and document information
- Lock and unlock documents and update document attributes
- Read profile attributes, users, groups and cabinets
- Move and delete containers

PACER

- Search federal court cases and parties
- Start and monitor case and party batch jobs
- Read and delete batch job results

Relativity

- Create, read and run keyword searches, dtSearch indexes and search containers
- Create and manage imaging sets and productions
- Run, monitor and cancel export jobs and read staging reports
- Create, read and update objects, object types and choices
- Read users, agents, annotations and processing filters
- Read usage reports

SRFax

- Send, forward and cancel faxes
- List inbox, outbox and queued faxes
- Download faxes and read fax status
- Read fax usage reports
- Update fax viewed status

USPTO

- Search and read patent applications and application metadata
- Read patent assignments, continuity, foreign priority, term adjustment and transactions
- Read patent attorneys
- Search and read appeal, interference, petition and trial decisions
- Read trial proceedings and trial documents
- Export search results and download bulk data products

USPTO TSDR

- Read trademark case status and last update date
- Download trademark case status as HTML, PDF or ZIP
- Download trademark case documents as PDF or ZIP
- Read trademark document metadata and document pages

eFax

- Send and cancel faxes
- List sent and received faxes
- Download fax pages
- Read fax metadata and transmission details
- Update and delete faxes

iManage

- Upload, download, check out, check in, lock and unlock documents
- Create, promote and replace document versions
- Create and manage workspaces, workspace templates and folders
- Search documents, folders, workspaces, users and My Matters
- Read and update document profiles, classes, subclasses, types and custom properties
- Create and manage KM tags, categories and shortcuts
- File, forward, reply to and preview emails and download email attachments
- Declare documents as records and manage object security

Tool

What a loop can do

BILL

- Create, update, archive and restore bills, invoices and their recurring forms
- Create and read customers, vendors, employees, their contacts and bank accounts
- Approve and deny bills and reimbursements
- Create and record payments, bulk payments and mass payments
- Upload and download bill, invoice, customer and vendor attachments
- Create and manage the chart of accounts, accounting classes, departments, locations, items and jobs
- Manage spend cards, spend transactions and budgets
- Download exports, billing statements and check images

Dext

- Read clients
- Read client activity statistics

Expensify

- Create and update policies, policy categories, tags and report fields
- Create and export reports and expenses
- Mark reports as reimbursed
- Update expense rules and domain cards
- Download generated files and reconciliations

FreshBooks

- Create, update and read invoices, estimates and invoice profiles
- Create and read bills, bill payments and vendors
- Create and read clients, credits and payments
- Create and read expenses, items and taxes
- Create and read projects, tasks and time entries
- Upload attachments and archive records

Intuit QuickBooks

- Create, update, void and delete invoices, estimates and sales receipts
- Create and read payments, bill payments, deposits and transfers
- Create and read bills, purchase orders, credit memos and refund receipts
- Create and read customers, vendors and items
- Create and read journal entries and time activities
- Send invoices and upload attachments

LawPay

- Create and read charges, transactions and payments
- Create, update and cancel recurring charges
- Create and read invoices and invoice attachments
- Create and read contacts and information requests
- Create and read payment methods, banks and cards
- Create one-time tokens and capture signatures
- Search and read events and occurrences

Mercury

- Read accounts, account statements and account transactions
- Create and read invoices and customers
- Create and read recipients and recipient invites
- Create and manage cards and categories
- Create and read internal transfers and transfer approval requests
- Download statements and recipient attachments

Oracle EDM

- Read and create requests and request items
- Read applications, viewpoints, viewpoint nodes and views
- Submit query requests and transition requests
- Upload request item files

Oracle Fusion ERP

- Read customer accounts
- Read receivables invoices and invoice lines
- Read journals, journal batches and journal lines
- Read ledgers, ledger balances, account group balances and accounting periods

Square

- Create, update and search invoices, payments and payment links
- Create and manage customers and customer groups
- Create and manage bookings, shifts, scheduled shifts and timecards
- Create and manage subscriptions and loyalty promotions
- Read and manage bank accounts, cards and transfer orders
- Read and manage break types and jobs

Wave

- Create, update and send invoices and estimates
- Create and read invoice payments and estimate payments
- Create and read customers, vendors and products
- Read accounts, money transactions and sales taxes
- Clone invoices and estimates
- Archive records

Zoho Books

- Create, update and read invoices, estimates, sales orders and retainer invoices
- Create and read bills, purchase orders, vendor credits and vendor payments
- Create and read credit notes, sales receipts and customer payments
- Create and read journals, bank transactions and accounts
- Create and read fixed assets and project members
- Mark records by status and download documents

Tool

What a loop can do

Bill4Time

- Read clients, contacts and contact connections
- Read projects and time entries
- Read invoices, payments and payment applications
- Read expenses and trust transactions
- Read users

TimeSolv

- Create, update and read time cards and expense cards
- Create and read clients, contacts and projects
- Create and read invoices and payments
- Read expense codes, task codes and firm users

Toggl Track

- Create, update and read time entries, including bulk edits
- Create and read clients, projects, project users and tasks
- Create and read tags
- Create and read invoices and download invoice PDFs
- Run and export summary, weekly and saved reports
- Read organisations, workspaces and timesheets

Tool

What a loop can do

Attio

- Create, update and search records and list entries
- Create and read notes, tasks and comments
- Read and replace attribute values and attribute value history
- Upload, download and link files and folders
- Query records with SQL and merge records
- Read objects, lists, statuses and workspace members

Buffer

- Create, update and delete posts and content items
- Create and read post templates, snippets and ideas
- Read channels, accounts and configuration
- Read aggregated post metrics and daily posting limits
- Create and read tags

Constant Contact

- Create, update and read contacts, lists and segments
- Create and read email campaigns, campaign activities and A/B tests
- Resend campaigns to non-openers and read campaign summaries
- Create and read events and event registrations
- Create and read custom fields, tags and automations
- Import contacts in bulk and apply bulk tagging and list membership

HubSpot

- Create, update, search and delete contacts, companies and deals
- Create and read tickets, products, quotes and line items
- Create and read calls, emails, meetings, notes and tasks
- Create and manage lists and list folders
- Read list conversions and communications

Kit

- Create, update and read subscribers, tags and custom fields
- Create and read broadcasts and broadcast statistics
- Create and read sequences and sequence emails
- Add and remove subscribers from forms and sequences, including in bulk
- Create and read posts and snippets

Klaviyo

- Create, update and read profiles, lists and segments
- Add and remove profiles from lists
- Create, read and clone campaigns
- Create and read flows, metrics and events
- Create and read coupons and coupon codes
- Create and read templates, tags and tag groups
- Upload images

Mailchimp

- Create, update and read campaigns, SMS campaigns and campaign folders
- Create and read audiences, audience contacts and members
- Create and read automation emails and landing pages
- Create and read audience surveys and campaign feedback
- Create and read carts, cart lines and customers
- Create and read audience webhooks and batch webhooks
- Upload and read files

MailerLite

- Create, update and read subscribers, groups and segments
- Create and read campaigns and automations
- Create and read forms and fields
- Create and read shops, products, product variants and categories
- Create and read orders, carts, cart items and customers
- Import subscribers and assign them to groups
- Create and read webhooks

Practifi

- Create, update and read clients, client entities, prospects and people
- Create and read assets, events, tasks and notes
- Read and describe objects and records
- Upload files and attach them to records
- Download files and read record files
- Read picklist values and users

Salesforce

- Create, update, upsert and delete records on standard and custom objects
- Describe objects and read list views and quick actions
- Run and read reports and dashboards
- Upload and download files and content versions
- Post feed elements and comments to Chatter groups and users
- Read knowledge articles and group members

Shopify

- Create, update and read orders, draft orders and order transactions
- Close and complete orders
- Create and read customers
- Create and read products, product variants and collections
- Read and update inventory items, levels and quantities
- Read fulfillment orders, locations, staff members and shop details

Wealthbox

- Create, update and delete contacts, events, tasks and notes
- Create and read opportunities and projects
- Add and remove household members
- Start, advance and revert workflows and read workflow templates
- Read the activity stream, comments and tags
- Read teams, user groups and users

WooCommerce

- Create, update and read products, variations, attributes, categories and tags
- Create and read orders, order notes and order refunds
- Create and read customers and coupons
- Create and read product reviews and shipping classes
- Create and read tax rates
- Duplicate products and preview orders

Tool

What a loop can do

Acuity Scheduling

- Create, reschedule, update and cancel appointments
- Read appointment types, add-ons and payments
- Check availability times and read available dates, times and classes
- Create, update and delete clients
- Create and delete blocks
- Create, check and delete certificates
- Read orders, products, forms and labels

Calendly

- Create and read one-off event types and scheduled events
- Read and cancel event invitees and mark no-shows
- Read meeting recaps
- Read and update user and event type availability schedules
- Create and read organisation invitations and memberships
- Read routing forms and routing form submissions
- Create and read contacts and groups

Google Calendar

- Create, update, delete and move events, including recurring instances
- Quick-add events from text
- Read and update calendars and calendar list entries
- Create and read ACL rules
- Read free/busy information
- Read and update settings and colours

Google Gmail

- Send email, with or without attachments
- Create, update, send and delete drafts
- Read, modify, trash and untrash messages and threads
- Batch modify and batch delete messages
- Create and apply labels
- Download attachments
- Read the account profile

Microsoft Outlook

- Send, reply to, move and delete messages
- Create and update drafts, mail folders and mail search folders
- Create, update and delete calendar events and calendars
- Manage calendar groups and calendar permissions
- Create and update contacts, contact folders and contact photos
- Create and update message rules and categories
- Download message and event attachments
- Read and set working-plan occurrences and recurrences

Microsoft Teams

- Read meeting details
- List meetings for a given day

RingCentral

- Send and read messages and message threads
- Create and read notes and message thread notes
- Create and read teams and tasks
- Create and read events and meetings
- Read and update user and company call handling rules
- Read and update forwarding numbers and blocked or allowed numbers
- Create and read company and user message templates
- Send adaptive cards and download content

Slack

- Send, update and delete messages, including direct messages and thread replies
- Create, archive and join channels and read channel members
- Upload files and read file information
- Add reactions and get permalinks
- Create and read reminders
- Search messages
- Read user information and profiles

Twilio

- Send and read SMS and conversation messages
- Read and update calls, call recordings and conference recordings
- Read and manage conferences and conference participants
- Create and manage conversations, conversation participants and users
- Read transcriptions and message media
- Create and check verifications and verification codes
- Read messaging services

Webex

- Create, update and delete meetings and meeting templates
- Create and read meeting invitees, registrants and participants
- Read and download recordings, meeting transcripts and transcript snippets
- Create and read rooms, room memberships and room tabs
- Send and read messages
- Create and read teams and team memberships
- Read linked folders and groups

Zoom

- Create, update and delete meetings and webinars
- Create and read meeting and webinar registrants
- Create and read meeting polls
- Read and download recordings
- Read and manage calendar events, calendars and calendar ACL rules
- Create and read channels and IM groups
- Read, create and send mailbox emails and drafts and manage mailbox labels
- Create and read whiteboards
- Read and update scheduler availability and schedules
- Read and manage external contacts

Tool

What a loop can do

Conga

- Create, read and update contracts, contract requests and contract documents
- Manage contract and request team members and team roles
- Create and read approval requests
- Create and read clause obligations and contract obligations
- Create and send sign packages and manage sign roles and imprint fields
- Search and read records and contract related records
- Download documents

DocuSign

- Create and send envelopes, including from templates
- Add and read envelope documents, attachments and custom fields
- Add and update envelope and template recipients and recipient tabs
- Correct envelope recipients
- Fill and send templates and fill forms
- Create and read bulk send lists and bulk send envelopes
- Download envelope documents
- Read and update envelope notifications and users

PandaDoc

- Create, update and send documents, including from templates
- Create and read document recipients, fields, sections and linked objects
- Upload and download document attachments
- Create and read templates and content library items
- Move documents and templates between folders
- Read and update document, template and sharing settings
- Read and update auto-reminder settings
- Read contacts and members

Tool

What a loop can do

Adobe Workfront

- Search, create, update and delete projects, tasks and issues
- Create and read assignments and comments
- Log and read hours and expenses
- Create projects and tasks from templates and template tasks
- Upload and organise documents and document folders
- Read programs, portfolios, iterations, baselines and billing records
- Move objects between parents

Airtable

- Create, update, upsert, replace and delete records, singly or in batches
- Read bases, base schemas and views
- Upload and download attachments
- Create, update and delete comments
- Read the current user and user groups

Asana

- Create, update and delete tasks, subtasks and projects
- Search tasks and projects within a workspace
- Add tasks to projects and sections and remove them
- Add and remove task dependencies and dependents
- Add and remove tags and followers
- Set custom field values and parent tasks
- Create and read attachments, comments and project status updates
- Read teams, users and workspaces

Basecamp

- Create, update and complete to-dos, to-do lists and to-do list groups
- Create, update and move cards, card columns and card steps
- Create, update and pin messages and message types
- Create and update projects, including from templates, and archive, restore or trash them
- Create and read documents, uploads, upload versions, vaults and folders
- Create and read comments, boosts, client approvals and client correspondence
- Create and update schedule entries and read project timelines
- Create and read check-in questions and answers
- Create and read timesheet entries and progress reports
- Grant and revoke project access and read people and assignments
- Create and manage webhooks

ClickUp

- Create, update and delete tasks and task comments
- Create and read lists, folderless lists, folders and spaces
- Start and stop time entries and read running and recorded entries
- Set custom field values and read custom fields
- Read workspaces and the authorised user
- Read task attachments

Linear

- Create, update, archive and delete issues and issue relations
- Create and read projects, project milestones, project updates and project labels
- Create and read initiatives and initiative updates
- Create and read labels, comments and reactions
- Create and read documents and attachments
- Read customers, customer needs and cycles

Monday.com

- Create, update and archive boards, groups and items
- Change item column values, column titles and column metadata
- Create and read docs, doc blocks and doc content from markdown
- Upload files to columns and updates
- Create and read updates and folders
- Read workspaces and columns

SmartSheet

- Create, read, update and delete sheets, rows and columns
- Update cell values and read cell history
- Attach files to rows and read attachments
- Create and read comments and row discussions
- Copy sheets and rows
- Read workspaces, folders, reports and users

Todoist

- Create, update and delete projects, sections and tasks
- Create projects from template files and read templates
- Create and read labels and shared labels
- Create and read comments and upload attachments
- Create and read reminders and location reminders
- Search tasks
- Read workspaces, workspace invitations and folders

Trello

- Create, update, archive and delete cards and boards
- Add and remove card attachments, labels, members and comments
- Create and update checklists and check items
- Create and read custom fields, custom field options and card custom field values
- Read lists and the cards in a list
- Read board memberships and export boards
- Mark items complete

Tool

What a loop can do

Fireflies

- Read and search transcripts, transcript sentences and summaries
- Download transcript audio and video
- Create and read bites
- Create and continue AskFred threads
- Read channels, team analytics and transcript analytics
- Read and update users and contacts
- Share transcripts

Google Docs

- Create, update and delete documents and document tabs
- Append, insert and replace text
- Insert inline images, page breaks, dates and footnotes
- Create and update headers, footers and named ranges
- Add and update paragraph bullets
- Insert and delete table rows and columns
- Read and update positioned objects and content ranges

Google Sheets

- Create, read, update and duplicate spreadsheets and sheets
- Append, update and clear rows
- Read and write cell values and sort ranges
- Insert and delete dimensions
- Format cells and find and replace
- Copy a sheet into another spreadsheet
- Read and update spreadsheet metadata and sheet properties

Granola

- Read notes and transcripts
- Read folders and spaces

Microsoft OneNote

- Create and read notebooks, sections and section groups
- Create a notebook from a web URL
- Create, copy and delete pages and read and update page content
- Copy sections into notebooks and section groups
- Read groups, users and operations

Notion

- Create, update and delete pages, blocks and block children
- Read and write page content as markdown
- Create and read databases, data sources and views
- Bulk create and bulk update database entries
- Export a database to CSV
- Create and read comments
- Upload files and create meeting notes
- Duplicate pages and read users

Relevance AI

- Start, monitor and cancel agent tasks and tool jobs
- Send messages to agents and workforces and read their replies
- Run tools and read tool run history
- Read agents, tools, workforces and workforce task state

Tool

What a loop can do

Freshservice

- Create, update and read tickets, problems, changes and change tasks
- Create and read change notes and change time entries
- Create and read assets and IT asset records
- Create and read solution articles, categories and folders
- Create and read contracts and journey requests
- Read software users, departments and announcements
- Move and restore records

Jotform

- Create and read forms and form questions, and clone forms
- Read and edit form submissions
- Create and read form reports and reports
- Read and set form properties and user settings
- Read form files
- Read users, subusers, user history and usage

Typeform

- Create, update, rename and delete forms
- Read and update form messages
- Create and read workspaces
- Upload and replace images, image backgrounds and image choices
- Download responses, response files and form files
- Read the account

Zendesk

- Create, update and delete tickets and read ticket tags and content pins
- Create, update and search users, organisations and user identities
- Create and read group memberships, organisation memberships and subscriptions
- Create and read custom object records and their attachments
- Create and read task items and bookmarks
- Create and read saved searches
- Update many users or organisations in one request

Tool

What a loop can do

Datadog

- Read and search dashboards, notebooks and monitors
- Read and create incidents and events
- Query scalar and timeseries metrics
- Read metric metadata and active metrics
- Aggregate logs, RUM events and spans
- Read service definitions and hosts

GitHub

- Create, update and close issues, pull requests and discussions
- Create and read issue, commit and discussion comments
- Create and read labels, milestones, projects and project items
- Create and read repositories and repository contents
- Read and re-run workflow runs
- Create and read releases and release assets
- Create and read gists and gist comments
- Read teams and check statuses

GitLab

- Create, update and read issues, issue notes, merge requests and merge request notes
- Create and read projects, branches, tags and commits
- Read and cancel pipelines and read deployments
- Create and read project snippets and wiki pages
- Create and read files, labels, milestones and releases
- Search across projects

PagerDuty

- Create, update and resolve incidents
- Create and read schedules, shift schedules, rotation shifts, custom shifts and overrides
- Create and read escalation policies and maintenance windows
- Create and read status page posts and post updates
- Create and read technical services and templates
- Create and read user contact methods, notification rules and handoff notification rules
- Create and read tags