Create Dubsado projects from new PracticePanther Legal Software contacts
Effortlessly manage your clients by integrating PracticePanther Legal Software with Dubsado using this seamless workflow. When you add a new contact in PracticePanther, a project is instantly created in Dubsado, ensuring all your client information is easily accessible and organized. Save time and boost your productivity by letting this automated process handle itself.
Effortlessly manage your clients by integrating PracticePanther Legal Software with Dubsado using this seamless workflow. When you add a new contact in PracticePanther, a project is instantly created in Dubsado, ensuring all your client information is easily accessible and organized. Save time and boost your productivity by letting this automated process handle itself.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Project
Creates a new project.
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