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
Create or update client records in Confido Legal from new contact information via Webhooks by Zapier
Create or update client records in Confido Legal from new contact information via Webhooks by Zapier
Catch new contact information from Webhooks by Zapier and find or create client records in Confido Legal. This ensures accurate client data management, improving your legal practice's efficiency and client engagement.
Zap details:
Overview
Catch new contact information from Webhooks by Zapier and find or create client records in Confido Legal. This ensures accurate client data management, improving your legal practice's efficiency and client engagement.