Create new clients in Content Snare for every new contact created in Lawmatics
Save yourself valuable time and avoid manual data entry with this efficient workflow. When a new contact is added in Lawmatics, it triggers a process that creates a new client in Content Snare. This simplifies the tracking of your legal contacts and ensures your client information is exactly where it's needed with minimal effort. Streamline your office operations by bridging Lawmatics and Content Snare.
Save yourself valuable time and avoid manual data entry with this efficient workflow. When a new contact is added in Lawmatics, it triggers a process that creates a new client in Content Snare. This simplifies the tracking of your legal contacts and ensures your client information is exactly where it's needed with minimal effort. Streamline your office operations by bridging Lawmatics and Content Snare.
- When this happens...Contact Created
Triggers when a Contact is created.
- automatically do this!Create Client
Creates a new client.
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