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 when new client is added, and create record in monday.com
Notify team in Slack when new client is added, and create record in monday.com
Notify your team in Slack when a new client is added in monday.com and create a record of the acquisition in your project management board. This ensures clear communication and organized tracking of new clients.
Zap details:
Overview
Notify your team in Slack when a new client is added in monday.com and create a record of the acquisition in your project management board. This ensures clear communication and organized tracking of new clients.