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 from FITR downloads and create HubSpot form submission
Capture client information from FITR downloads and create HubSpot form submission
Capture client information when they download a fixed length program in FITR. Filter submissions to ensure only relevant data is sent to HubSpot for further engagement, enhancing your onboarding process.
Zap details:
Overview
Capture client information when they download a fixed length program in FITR. Filter submissions to ensure only relevant data is sent to HubSpot for further engagement, enhancing your onboarding process.