Freshsales Suite + ServeManager

Freshsales Suite + ServeManager integrations

Create court cases in ServeManager for new contacts in Freshsales Suite

Streamline your legal case management process with this Freshsales Suite and ServeManager automation. When you add a new contact in Freshsales Suite, this workflow creates a court case in ServeManager, helping you stay organized and saving time. Focus on more important tasks while this integration takes care of case creation for you.

When this happens...
New ContactTriggers when a new contact is created and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Create Court CaseCreates a Court Case.
ActionWrite

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More things you can do with Freshsales Suite and ServeManager

Discover other triggers and actions you can use with Freshsales Suite and ServeManager

- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or 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

- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write
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

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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CRM (Customer Relationship Management)

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About ServeManager