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 Webhooks by Zapier, format data with Formatter by Zapier, and create or update client in Coach Catalyst
Capture client information from Webhooks by Zapier, format data with Formatter by Zapier, and create or update client in Coach Catalyst
Capture client information from incoming requests via Webhooks by Zapier, format the data with Formatter by Zapier, and create or update client records in Coach Catalyst for faster onboarding and improved data accuracy.
Zap details:
Overview
Capture client information from incoming requests via Webhooks by Zapier, format the data with Formatter by Zapier, and create or update client records in Coach Catalyst for faster onboarding and improved data accuracy.