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
Create client folder and document in Box from HubSpot deal stage update
Create client folder and document in Box from HubSpot deal stage update
Create organized client folders and information documents in Box when a deal stage updates in HubSpot. This ensures all relevant client details are accessible, improving your onboarding process and client management.
Zap details:
Overview
Create organized client folders and information documents in Box when a deal stage updates in HubSpot. This ensures all relevant client details are accessible, improving your onboarding process and client management.