NextChapter App

How to set up and use our Mailing Integration

NextChapter Mailing Integration

Emma Ceniza

Katie Stasiulewicz

NextChapter Integrations

Benefits of Integrating and How to Connect to Clio

NextChapter’s Clio Integration

How to sync cases between Clio and NextChapter

Clio Integration: Getting Started

How to connect existing cases in Clio and NextChapter during the initial Clio sync

Clio Sync: Connecting Existing Cases

Understand how changes to your cases, tasks, and calendar events sync between platforms.

Clio: Logic & Troubleshooting

Clio

NextChapter's Infusionsoft Integration

How to connect your Infusionsoft account with NextChapter

Infusionsoft Integration: Getting Started

What information can sync from Infusionsoft to NextChapter

Infusionsoft Integration: Importing Cases

Infusionsoft

How to start the initial integration with DebtorCC.org

DebtorCC.org Integration: Getting Started

How to resend your credit counseling invite

Resending DebtorCC Link

DebtorCC.org Credit Counseling Certificate

Pricing

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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