Create integrations between Convo and ServeManager to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create Post
Creates a new post in Convo.
Invoice Issued
Triggers when an invoice is issued.
Try ItNew Attempt
Triggers when a new attempt is logged.
Try ItNew Job
Triggers when new job is created.
Try It
Create Template Post
Creates a new post in Convo. This action should ideally be used through Guided Zaps and should not be made directly.
New Affidavit
Triggers when a new affidavit document is created.
Try ItNew Company
Triggers when a new company is created.
Try ItCompany NameRequired
Contact First NameRequired
Contact Last Name
Contact Phone
Contact Email
Contact Primary