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 a new case in MyCase when a new sales opportunity is recorded in Salesforce
Create a new case in MyCase when a new sales opportunity is recorded in Salesforce
Create a new case in MyCase whenever a new sales opportunity is recorded in Salesforce. This ensures timely follow-up and organized client information, enhancing your sales process and client management.
Zap details:
Overview
Create a new case in MyCase whenever a new sales opportunity is recorded in Salesforce. This ensures timely follow-up and organized client information, enhancing your sales process and client management.