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 new client info from Squarespace, create client in Jobber, notify team via Gmail, and log in Google Sheets
Capture new client info from Squarespace, create client in Jobber, notify team via Gmail, and log in Google Sheets
Capture new client information from Squarespace Forms, create a client record in Jobber, notify your team via Gmail, and log details in Google Sheets for better tracking and faster onboarding.
Zap details:
Overview
Capture new client information from Squarespace Forms, create a client record in Jobber, notify your team via Gmail, and log details in Google Sheets for better tracking and faster onboarding.