Settings

Update Practicepanther Settings

Update PracticePanther integration settings for the customer.

Allows updating auto-creation toggles, assigned user, and contact tags.

put/settings/practicepanther

Request body

assigned_to_guidstring nullable

GUID of the PracticePanther user to assign new contacts and matters to

contact_tag_voicestring nullable

Tag applied to contacts created by voice agent

contact_tag_chatstring nullable

Tag applied to contacts created by web chat agent

dry_runboolean nullable

Master override - when enabled, blocks all automatic PracticePanther actions regardless of individual auto-create settings

auto_create_contactboolean nullable

Whether contacts are automatically created in PracticePanther during the call pipeline

auto_create_matterboolean nullable

Whether matters are automatically created in PracticePanther during the call pipeline

auto_create_portalboolean nullable

Whether client portal invitations are automatically sent during the call pipeline

auto_create_callboolean nullable

Whether call activities are automatically created in PracticePanther during the call pipeline

Successful Response

assigned_to_guidstring nullable

GUID of the PracticePanther user to assign new contacts and matters to

contact_tag_voicestring nullable

Tag applied to contacts created by voice agent

contact_tag_chatstring nullable

Tag applied to contacts created by web chat agent

dry_runboolean required

Master override - when enabled, blocks all automatic PracticePanther actions regardless of individual auto-create settings

auto_create_contactboolean required

Whether contacts are automatically created in PracticePanther during the call pipeline

auto_create_matterboolean required

Whether matters are automatically created in PracticePanther during the call pipeline

auto_create_portalboolean required

Whether client portal invitations are automatically sent during the call pipeline

auto_create_callboolean required

Whether call activities are automatically created in PracticePanther during the call pipeline