If you're spending too much time entering in job details by hand, it's time for some automated assistance—you can eliminate double data entry by setting up this Zapier integration. From then on, whenever there's a new submission on your Formstack form, Zapier will create a new job in ServeManager with the data exactly as your clients submitted it, ensuring there are never any mistakes or missing information.
Note: This is a simple starting point for what can become a very robust client intake form. A Multi-Step workflow can be used to create a client, court case, and even upload documents to the job.
How this Formstack-ServeManager integration works
- A new form submission is detected on Formstack
- Zapier creates a new job in ServeManager
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Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Creates a submission for a form in FormStack.
Triggers when new job is created.
Creates a new company.
Triggers when a new company is created.
Creates a new job.
Triggers when a new attempt is logged.
Upload a file to an existing job.
Triggers when a new form is added.
Creates a Court Case.