Capsule CRM + ServeManager

Create court cases in ServeManager for new or updated contacts in Capsule CRM

Effortlessly manage your legal work with this Capsule CRM and ServeManager workflow that streamlines the process of creating court cases for your contacts. When a new or updated contact arises in the Capsule CRM, a corresponding court case is instantly created in the ServeManager app. Save time and keep your legal documents organized while focusing on other important tasks.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Court CaseCreates a Court Case.
ActionWrite

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More things you can do with Capsule CRM and ServeManager

Discover other triggers and actions you can use with Capsule CRM and ServeManager

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
New Affidavit
Triggers when a new affidavit document is created.
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Polling
Try It
- Company Name
  Required
- Contact First Name
  Required
- Contact Last Name
- Contact Phone
- Contact Email
- Contact Primary
Action
Write
- Type of Upload
  Required
- Document Title
  Required
- URL of the File
  Required
- Filename (advanced)
- Job
  Required
Action
Write
- Job
  Required
- Label
  Required
- Comments
  Required
Action
Write
- Case Number
Action
Search
- Contact Email
  Required
- Company Name
  Required
- Contact First Name
  Required
- Contact Last Name
- Contact Phone
- Contact Primary
Action
Search or write
- Job Number
- Match All, Active, or Archived?
- Recipient Name
- Recipient Description
- Service Instructions
- Client Job Number
- Client Company
- Client Contact
- Court Case
- Due Date
- Rush?
- Label
- Address
- City
- Address 2
- State
- Zip
- County
- Primary?
- Document Title
- URL of the File
Action
Search or write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Invoice Issued
Triggers when an invoice is issued.
Trigger
Polling
Try It
New Attempt
Triggers when a new attempt is logged.
Trigger
Polling
Try It
New Job
Triggers when new job is created.
Trigger
Polling
Try It
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
Action
Write
- Recipient Name
- Recipient Description
- Service Instructions
- Client Job Number
- Client Company
- Client Contact
- Court Case
- Due Date
- Rush?
- Label
- Address
- City
- Address 2
- State
- Zip
- County
- Primary?
- Document Title
- URL of the File
Action
Write
- Email
  Required
Action
Search
- Job Number
- Match All, Active, or Archived?
Action
Search
- Case Number
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
Action
Search or write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn moreLearn moreHelpHelp

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About ServeManager

ServeManager provides process servers with the tools they need run their business, while giving their law firm clients a dashboard to track the status and activity associated with service of process.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier