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 new contact in Clio from Salesforce when opportunity stage is updated
Create new contact in Clio from Salesforce when opportunity stage is updated
Create new contacts in Clio when specific opportunity stages are reached in Salesforce. This ensures only relevant opportunities are processed, leading to faster onboarding and improved legal management.
Zap details:
Overview
Create new contacts in Clio when specific opportunity stages are reached in Salesforce. This ensures only relevant opportunities are processed, leading to faster onboarding and improved legal management.