clio, servemanager
Create a court case in ServeManager when a new matter is added in Clio
Create a court case in ServeManager when a new matter is added in Clio
Zaps
Capture client information, create or update records, generate deals, and attach documentation in Pipedrive
Capture client information, create or update records, generate deals, and attach documentation in Pipedrive
Capture client information from incoming requests, create or update client records in Pipedrive, generate deals, and attach relevant documentation to enhance your workflow and accelerate your sales process.
Zap details:
Overview
Capture client information from incoming requests, create or update client records in Pipedrive, generate deals, and attach relevant documentation to enhance your workflow and accelerate your sales process.