Microsoft To Do + ServeManager
Create tasks in Microsoft To Do for new affidavits in ServeManager
Rely on this automation when a new affidavit is produced in ServeManager, an associated task is generated in your Microsoft To Do list. This workflow ensures that each legal document requites an actionable item, streamlining your case management. Be organized and efficient, never miss a detail with this automated workflow.
Rely on this automation when a new affidavit is produced in ServeManager, an associated task is generated in your Microsoft To Do list. This workflow ensures that each legal document requites an actionable item, streamlining your case management. Be organized and efficient, never miss a detail with this automated workflow.
- When this happens...New Affidavit
Triggers when a new affidavit document is created.
- automatically do this!Create Task
Triggers when a new task is created.
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Invoice Issued
Triggers when an invoice is issued.
Try ItNew Attempt
Triggers when a new attempt is logged.
Try ItNew Job
Triggers when new job is created.
Try ItNumber
Plaintiff
Defendant
Court Date
Filed Date
New Affidavit
Triggers when a new affidavit document is created.
Try ItNew Company
Triggers when a new company is created.
Try ItCompany NameRequired
Contact First NameRequired
Contact Last Name
Contact Phone
Contact Email
Contact Primary
Type of UploadRequired
Document TitleRequired
URL of the FileRequired
Filename (advanced)
JobRequired
