Create new ServeManager court cases for new Copper persons
Streamline your case management process by connecting your Copper and ServeManager accounts with this seamless workflow. When a new person is added in Copper, a court case will be instantly created in ServeManager, ensuring all necessary parties are up-to-date and efficient in handling cases. Stay organized and save time by automating this essential task in your legal practice.
Streamline your case management process by connecting your Copper and ServeManager accounts with this seamless workflow. When a new person is added in Copper, a court case will be instantly created in ServeManager, ensuring all necessary parties are up-to-date and efficient in handling cases. Stay organized and save time by automating this essential task in your legal practice.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Court Case
Creates a Court Case.
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