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 new client details from Jobber, format them, and add to Google Sheets
Capture new client details from Jobber, format them, and add to Google Sheets
Capture new client details from Jobber, format the information with Formatter by Zapier, and create a new row in Google Sheets for easy management and follow-up, ensuring efficient client tracking and organization.
Zap details:
Overview
Capture new client details from Jobber, format the information with Formatter by Zapier, and create a new row in Google Sheets for easy management and follow-up, ensuring efficient client tracking and organization.