Firm360 integrations
Use Nekton to connect Firm360 with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Firm360 integrations with Nekton
Create automations that integrate Firm360 with other services
Nekton AI can integrate Firm360 with many online apps and tools.
Here are some popular integrations you can try to automate your Firm360 workflows:
Firm360 actions
Nekton can use any feature that is available in Firm360 API.
Using our advanced AI, you can easily create custom automations for Firm360.
Here are some typical actions you can do in your automated workflows.
Create Client
Creates a new client.
Create Project
Creates a new project for the given Client.
Find a Client
Search for client by name or number.
Find a Project
Search for Project in a certain Client by name.
Find or Create Client
Finds or creates a specific find client.
Find or Create Project
Finds or creates a specific find project.
Create Contact
Creates a new contact for the given Client.
Create Recurring Project
Creates a new recurring project for the given Client.
Find a Contact
Search for Contact by email for the specified Client.
Find a Recurring Project
Search for Recurring Project in a certain Client by name.
Find or Create Contact
Finds or creates a specific find contact.
Find or Create Recurring Project
Finds or creates a specific find project recurring.
Client Added or Updated
Triggers when client is added or updated.
Project Updated
Triggers when project is reassigned or status is changed.
About Firm360
Firm360 is an all-in-one practice management system for accounting firms.