Facebook Conversions + ServeManager

Facebook Conversions + ServeManager integrations

Create funnel events in Facebook Conversions for new affidavits in ServeManager

Effortlessly track your legal documents with this smart workflow. When a new affidavit is created in ServeManager, it will trigger a Send Funnel Event in Facebook Conversions, allowing you to monitor your legal process effortlessly. This automation ensures you stay informed of crucial updates and helps streamline your law firm's document tracking process.

When this happens...
New AffidavitTriggers when a new affidavit document is created.
TriggerPolling
automatically do this!
Send Funnel EventPublish lead updates from your funnel.
ActionWrite

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More things you can do with ServeManager and Facebook Conversions

Discover other triggers and actions you can use with ServeManager and Facebook Conversions

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
Send Funnel Event
Publish lead updates from your funnel.
Action
Write
Send Other Event
Publish other events to Conversions API
Action
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
Send Lead Event
Publish lead events to Conversions API
Action
Write
Send Purchase Event
Publish purchase events to Conversions API
Action
Write

About Facebook Conversions

Facebook’s Conversions lets you send information about important customer events to Facebook Server-Side API directly from your website’s server, CRM or other customer information databases. This information is useful to create powerful ads that yield better conversions.

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Related categories

Ads & Conversion

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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.

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CRM (Customer Relationship Management)

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Share updates from ServeManager as funnel events to Facebook Conversions

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