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 in Slack, and add onboarding task in TickTick when new client project is booked in HoneyBook
Notify team in Slack, and add onboarding task in TickTick when new client project is booked in HoneyBook
Notify your team in Slack and create a task in TickTick when a new project is booked in HoneyBook. This ensures faster onboarding for new clients and keeps your team aligned on tasks.
Zap details:
Overview
Notify your team in Slack and create a task in TickTick when a new project is booked in HoneyBook. This ensures faster onboarding for new clients and keeps your team aligned on tasks.