How to connect DocupletionForms + ServeManager
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New Form Submitted
Triggers when a new form is submitted.Try ItTriggerInstant
Triggers when a new affidavit document is created.Try ItTriggerScheduled
Triggers when a new company is created.Try ItTriggerScheduled
Contact First NameRequired
Contact Last Name
Triggers when an invoice is issued.Try ItTriggerScheduled
Triggers when a new attempt is logged.Try ItTriggerScheduled
Triggers when new job is created.Try ItTriggerScheduled
How DocupletionForms + ServeManager Integrations Work
- Step 1: Authenticate DocupletionForms and ServeManager.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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