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 client information, create record in tracking system, and invite client to group
Capture client information, create record in tracking system, and invite client to group
Capture client information from incoming requests, create a record in Zapier Tables, and invite the client to your Skool group. This process accelerates onboarding and enhances client engagement.
Zap details:
Overview
Capture client information from incoming requests, create a record in Zapier Tables, and invite the client to your Skool group. This process accelerates onboarding and enhances client engagement.