When this happens...
FormstackNew Submission
Then do this...
ServeManagerCreate Job

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

  1. A new form submission is detected on Formstack
  2. Zapier creates a new job in ServeManager

Apps involved

  • Formstack
  • ServeManager

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Formstack + ServeManager and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Submission

Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

Create Submission

Creates a submission for a form in FormStack.

New Job

Triggers when new job is created.

Create Company

Creates a new company.

New Company

Triggers when a new company is created.

Create Job

Creates a new job.

New Attempt

Triggers when a new attempt is logged.

Upload File

Upload a file to an existing job.

New Form

Triggers when a new form is added.

Create Court Case

Creates a Court Case.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

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.

See ServeManager Integrations