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
Notify team members in Slack about new client claims from HubSpot deals
Notify team members in Slack about new client claims from HubSpot deals
Notify your team in Slack when a deal in HubSpot reaches a specific stage. Retrieve relevant client claims from Encircle and ensure everyone stays informed, leading to faster response times and improved client satisfaction.
Zap details:
Overview
Notify your team in Slack when a deal in HubSpot reaches a specific stage. Retrieve relevant client claims from Encircle and ensure everyone stays informed, leading to faster response times and improved client satisfaction.