Instantly Add New Clients to Docketwise When You Receive a Message in LEX Reception
Instantly Add New Clients to Docketwise When You Receive a Message in LEX Reception
With this Zap, you streamline your client onboarding process. When a new message is received via LEX Reception, it triggers the creation of a new contact in Docketwise, ensuring that no potential client is overlooked. This enhances your client management efficiency and improves response times.
Zap details: