Redtail CRM + ServeManager
Create court cases in ServeManager from new activities in Redtail CRM
Effortlessly manage your legal cases with this Redtail CRM and ServeManager integration. When a new activity is created in Redtail CRM, this workflow will automatically create a court case in ServeManager. Save time on manual data entry and ensure your court case information is always up-to-date for seamless case management.
Effortlessly manage your legal cases with this Redtail CRM and ServeManager integration. When a new activity is created in Redtail CRM, this workflow will automatically create a court case in ServeManager. Save time on manual data entry and ensure your court case information is always up-to-date for seamless case management.
- When this happens...Activity Created
Triggers when a new activity 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
