Create court cases in ServeManager for new contacts in Zoho CRM
Effortlessly manage your legal clientele by connecting Zoho CRM and ServeManager. With this workflow, every time you add a new contact in Zoho CRM, a court case will be created in ServeManager. Simplify your case management process by ensuring that all essential information is consistently entered and accessible for each client.
Effortlessly manage your legal clientele by connecting Zoho CRM and ServeManager. With this workflow, every time you add a new contact in Zoho CRM, a court case will be created in ServeManager. Simplify your case management process by ensuring that all essential information is consistently entered and accessible for each client.
- When this happens...New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- automatically do this!Create Court Case
Creates a Court Case.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It