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NextChapter Integrations
NextChapter Integrations
9 articles in this collection
Written by
Mandy Ballinger,
Sara Taylor,
and
Kelly Oldiges
NextChapter Mailing Integration
How to set up and use our Mailing Integration
Written by
Kelly Oldiges
Updated over a week ago
Clio: Logic & Troubleshooting
Different scenarios when editing, deleting or adding new cases, contacts or matters between NextChapter and Clio.
Written by
Sara Taylor
Updated over a week ago
Clio
NextChapter’s Clio Integration
Benefits of Integrating and How to Connect to Clio
Written by
Mandy Ballinger
Updated over a week ago
Clio Integration: Getting Started
How to connect Matters from Clio with Cases in NextChapter
Written by
Mandy Ballinger
Updated over a week ago
Clio Sync: Connecting Existing Cases
How to connect existing cases in Clio and NextChapter during the initial Clio sync
Written by
Mandy Ballinger
Updated over a week ago
Infusionsoft
NextChapter's Infusionsoft Integration
Benefits of Integrating
Written by
Mandy Ballinger
Updated over a week ago
Infusionsoft Integration: Getting Started
How to connect your Infusionsoft account with NextChapter
Written by
Mandy Ballinger
Updated over a week ago
Infusionsoft Integration: Importing Cases
What information can sync from Infusionsoft to NextChapter
Written by
Mandy Ballinger
Updated over a week ago
DebtorCC.org Credit Counseling Certificate
DebtorCC.org Integration: Getting Started
How to start the initial integration with DebtorCC.org
Written by
Mandy Ballinger
Updated over a week ago