ServeManager + Clio Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect ServeManager and Clio, with as many as 108 possible integrations. Are you ready to find your productivity superpowers?
Create ServeManager jobs from new Clio matters
A little help taking action on the matters that require service of process can go a long way. Activate this integration and we'll take care of everything. From that point on, whenever you create a new matter in Clio, Zapier will automatically set up a job for it in ServeManager, ensuring you can keep your processes moving expediently without wasting effort.
*Note: You can use a Filter to conditionally create jobs only for Clio matters that require service of process.
How this Clio-ServeManager integration works
- A new matter is created in Clio
- Zapier creates a new job on ServeManager
It's easy to connect ServeManager + Clio and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when new job is created.
Creates a new company.
Triggers when a new company is created.
Creates a new job.
Triggers when a new attempt is logged.
Upload a file to an existing job.
Triggers when a new task is created.
Creates a new task.
Triggers when a new matter is created.
Creates a new matter.
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