Change Log

This page details changes we make to both our API endpoints and our Zapier integration.

API Updates

Description	Release Date
Exposed property import_external_reference on both the actions (matters) and participants endpoints. Supports GET, POST, and PUT operations. Use this property to store arbitary meta data for actions and participants.	16 September 2021
The Rest Hook ActionParticipantRemoved changed its name to ActionParticipantDeleted.	11 March 2022

Zapier Updates

Version	Trigger/Action	Name	Description	Release Date
1.12.1	Action	Create Matter	Update to support the Import External Reference property.	14 January 2022
1.12.1	Action	Update Matter	Update to support the Import External Reference property.	14 January 2022
1.12.1	Action	Create Company Contact	Update to support the Import External Reference property.	14 January 2022
1.12.1	Action	Create Individual Contact	Update to support the Import External Reference property.	14 January 2022
1.12.1	Action	Update Company Contact	Update to support the Import External Reference property.	14 January 2022
1.12.1	Action	Update Individual Contact	Update to support the Import External Reference property.	14 January 2022
1.12.1	Action	Search for a Contact	Extend search properties to First name, Last name, and Import External Reference.	14 January 2022
1.12.1	Action	Search for Matter	Extend search properties to Name, Status, Reference, and Import External Reference.	14 January 2022

Version	Trigger/Action	Name	Description	Release Date
1.11.0	Action	Find Matter Custom Field	Search for a (matter) custom data field by its name.	17 September 2020
1.11.0	Action	Retrieve Matter Custom Field Value	Retrieve the current value for a specified custom field.	17 September 2020
1.11.0	Action	Update Matter Custom Field Value	Update the value of a matter custom data field.	17 September 2020
1.11.0	Action	Update Individual Contact	Update the properties of an existing individual contact (participant).	17 September 2020
1.11.0	Action	Update Company Contact	Update the properties of an existing company contact (participant).	17 September 2020
1.11.0	Action	Find Tax Code	Return the id of a Tax Code record based on the supplied tax code value.	17 September 2020
1.11.0	Action	Create Disbursement	Create a new disbursement record.	17 September 2020
1.11.0	Action	Update Matter	Update the properties of an existing matter.	17 September 2020
1.11.0	Action	Create Time Entry	Create a new time entry record.	17 September 2020

Version	Trigger/Action	Name	Description	Release Date
1.10.0	Trigger	Updated Matter	Triggered when an existing Matter is updated.	10 August 2020
1.10.0	Action	Update File Note	Updates the contents of an existing File Note.	10 August 2020