Redtail CRM + ServeManager
Create ServeManager court cases from new Redtail CRM contacts
Effortlessly streamline your case management process with this Redtail CRM and ServeManager integration. When a new contact is created in Redtail CRM, a court case will be automatically generated in ServeManager, saving you valuable time and ensuring a seamless transition between your contact management and case management systems. Stay organized and efficient by letting this workflow manage the data entry for you.
Effortlessly streamline your case management process with this Redtail CRM and ServeManager integration. When a new contact is created in Redtail CRM, a court case will be automatically generated in ServeManager, saving you valuable time and ensuring a seamless transition between your contact management and case management systems. Stay organized and efficient by letting this workflow manage the data entry for you.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Court Case
Creates a Court Case.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
