DocupletionForms + ServeManager Integrations

How to connect DocupletionForms + ServeManager

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Supported triggers and actions

What does this mean?

New Form Submitted
Triggers when a new form is submitted.
Trigger
Instant
Try It
New Affidavit
Triggers when a new affidavit document is created.
Trigger
Scheduled
Try It
New Company
Triggers when a new company is created.
Trigger
Scheduled
Try It
- Company NameRequired
- Contact First NameRequired
- Contact Last Name
- Contact Phone
- Contact Email
- Contact Primary
Action
Write
- Type of UploadRequired
  Type of upload: document_to_be_served or misc_attachment.
- Document TitleRequired
  Summons and Complaint, Subpoena, Affidavit, Photo of Recipient, etc.
- URL of the FileRequired
  URL must start with http:// or https:// and be accessible without a login or password. Only one URL allowed.
- Filename (advanced)
  Most users can leave this blank. The filename will be inferred from the URL above if left blank. If you need to explicitly set the filename, provide only the name and extension - subpoena.pdf, summons.doc, etc., not the full URL.
- JobRequired
  Requires existing job in system. Note that this is the internal job identifier of the job and not the "ServeManager Display Number".
Action
Write

- JobRequired
- LabelRequired
- CommentsRequired
Action
Write
- Case Number
  Unique court case number.
Action
Search

- Contact EmailRequired
  Find an existing company by contact's email address.
- Company NameRequired
- Contact First NameRequired
- Contact Last Name
- Contact Phone
- Contact Primary
Action
Search or write
- Job Number
  ServeManager Job Number. This is also the same as the Invoice Number.
- Match All, Active, or Archived?
  Defaults to match any job in your system. Update below if you want to only match active or archived jobs.
- Recipient Name
- Recipient Description
  Description of recipient.
- Service Instructions
- Client Job Number
  Client's job identifier.
- Client Company
  Use the Company Find or Create action to link this job to a client.
- Client Contact
  Leave this blank unless you're an advanced user. The primary contact from Client Company will automatically be selected.
- Court Case
  Use the Court Case Find or Create action to link this job to a court case.
- Due Date
- Rush?
  Is this a rush job?
- Label
  Home, Business, Work, etc.
- Address
- City
- Address 2
  Unit 1, Apt 2, etc.
- State
- Zip
- County
- Primary?
  Is this the primary address of the recipient?
- Document Title
  Summons and Complaint, Subpoena, Affidavit, Photo of Recipient, etc.
- URL of the File
  URL must start with http:// or https:// and be accessible without a login or password. Only one URL allowed.
Action
Search or write

Invoice Issued
Triggers when an invoice is issued.
Trigger
Scheduled
Try It
New Attempt
Triggers when a new attempt is logged.
Trigger
Scheduled
Try It
New Job
Triggers when new job is created.
Trigger
Scheduled
Try It
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
Action
Write
- Recipient Name
- Recipient Description
  Description of recipient.
- Service Instructions
- Client Job Number
  Client's job identifier.
- Client Company
  Use the Company Find or Create action to link this job to a client.
- Client Contact
  Leave this blank unless you're an advanced user. The primary contact from Client Company will automatically be selected.
- Court Case
  Use the Court Case Find or Create action to link this job to a court case.
- Due Date
- Rush?
  Is this a rush job?
- Label
  Home, Business, Work, etc.
- Address
- City
- Address 2
  Unit 1, Apt 2, etc.
- State
- Zip
- County
- Primary?
  Is this the primary address of the recipient?
- Document Title
  Summons and Complaint, Subpoena, Affidavit, Photo of Recipient, etc.
- URL of the File
  URL must start with http:// or https:// and be accessible without a login or password. Only one URL allowed.
Action
Write
- EmailRequired
  Find an existing company by contact's email address.
Action
Search
- Job Number
  ServeManager Job Number. This is also the same as the Invoice Number.
- Match All, Active, or Archived?
  Defaults to match any job in your system. Update below if you want to only match active or archived jobs.
Action
Search
- Case Number
  Unique court case number.
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
Action
Search or write

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.

Connect apps

Connect DocupletionForms + ServeManager

About DocupletionForms

DocupletionForms is a conditional logic contact form program to build and manage your online forms.

Related categories

Forms & Surveys

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 more

Related categories

CRM (Customer Relationship Management)

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DocupletionForms + ServeManager Integrations

How to connect DocupletionForms + ServeManager

Connect your apps and automate workflows

New Form Submitted

New Affidavit

New Company

Create Company

Company NameRequired

Contact First NameRequired

Contact Last Name

Contact Phone

Contact Email

Contact Primary

Upload File

Type of UploadRequired

Document TitleRequired

URL of the FileRequired

Filename (advanced)

JobRequired

Create Note

JobRequired

LabelRequired

CommentsRequired

Find Court Case

Case Number

Find or Create Company

Contact EmailRequired

Company NameRequired

Contact First NameRequired

Contact Last Name

Contact Phone

Contact Primary

Find or Create Job

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

Invoice Issued

New Attempt

New Job

Create Court Case

Number

Plaintiff

Defendant

Court Date

Filed Date

Create Job