Create new legal matters from Microsoft Office 365 events, extract client info, and filter event types
Create new legal matters from Microsoft Office 365 events, extract client info, and filter event types
Create new legal matters from scheduled events in Microsoft Office 365 by extracting relevant client information. Ensure only specific event types trigger the process for faster case management and improved organization.
Zap details:
Overview
Create new legal matters from scheduled events in Microsoft Office 365 by extracting relevant client information. Ensure only specific event types trigger the process for faster case management and improved organization.