Formstack + ServeManager Integrations
How to connect Formstack + ServeManager
Zapier lets you send info between Formstack and ServeManager automatically—no code required.
When this happens...
Invoice Issued
Triggers when an invoice is issued.
automatically do this!
Create Company
Creates a new company.
Popular Formstack + ServeManager workflows
Our most popular Zap!
Create ServeManage jobs from new FormStack submissions
Create ServeManage jobs from new FormStack submissions
New FormTriggers when a new form is added.Trigger- New SubmissionTriggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.Trigger
- Create SubmissionCreates a submission for a form in FormStack.Action
Invoice IssuedTriggers when an invoice is issued.Trigger- New AffidavitTriggers when a new affidavit document is created.Trigger
- New AttemptTriggers when a new attempt is logged.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New JobTriggers when new job is created.Trigger
- ServeManager
Creates a new company.
Scheduled
Action
- ServeManager
Creates a Court Case.
Scheduled
Action
- ServeManager
Upload a file to an existing job.
Scheduled
Action
- ServeManager
Creates a new job.
Scheduled
Action
- ServeManager
Create a new note on a job.
Scheduled
Action
- ServeManager
Find an existing company.
Scheduled
Action
- ServeManager
Find an existing court case.
Scheduled
Action
- ServeManager
Finds an existing job.
Scheduled
Action
- ServeManager
Find or Create Company
Scheduled
Action
- ServeManager
Find or Create Court Case
Scheduled
Action
- ServeManager
Find or Create Job
Scheduled
Action
How Formstack + ServeManager Integrations Work
- Step 1: Authenticate Formstack + 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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