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 to review client proposal, wait, find email, and send follow-up message
Notify team to review client proposal, wait, find email, and send follow-up message
Notify your team to review client proposals by capturing new submissions from Wufoo. Delay for a set time, then find relevant emails in Gmail and send follow-up messages, ensuring clear communication and faster proposal processing.
Zap details:
Overview
Notify your team to review client proposals by capturing new submissions from Wufoo. Delay for a set time, then find relevant emails in Gmail and send follow-up messages, ensuring clear communication and faster proposal processing.