Sakari SMS + ServeManager + Filter by Zapier

Send New ServeManager Job Alerts To Employee Via Sakari Text Message

Send a text message to an employee with Sakari SMS when a ServeManager job is created that they are responsible for serving. This template makes it easy to alert employees in the field that may not have easy access to email.

When this happens...
New Job
Triggers when new job is created.
TriggerScheduled
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Send Message
Sends a new message.
ActionWrite

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Supported triggers and actions

What does this mean?

Invoice Issued
Triggers when an invoice is issued.
Trigger
Scheduled
Try It
New Attempt
Triggers when a new attempt is logged.
Trigger
Scheduled
Try It
New Job
Triggers when new job is created.
Trigger
Scheduled
Try It
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
Action
Write
- Recipient Name
- Recipient Description
  Description of recipient.
- Service Instructions
- Client Job Number
  Client's job identifier.
- Client Company
  Use the Company Find or Create action to link this job to a client.
- Client Contact
  Leave this blank unless you're an advanced user. The primary contact from Client Company will automatically be selected.
- Court Case
  Use the Court Case Find or Create action to link this job to a court case.
- Due Date
- Rush?
  Is this a rush job?
- Label
  Home, Business, Work, etc.
- Address
- City
- Address 2
  Unit 1, Apt 2, etc.
- State
- Zip
- County
- Primary?
  Is this the primary address of the recipient?
- Document Title
  Summons and Complaint, Subpoena, Affidavit, Photo of Recipient, etc.
- URL of the File
  URL must start with http:// or https:// and be accessible without a login or password. Only one URL allowed.
Action
Write

- EmailRequired
  Find an existing company by contact's email address.
Action
Search
- Job Number
  ServeManager Job Number. This is also the same as the Invoice Number.
- Match All, Active, or Archived?
  Defaults to match any job in your system. Update below if you want to only match active or archived jobs.
Action
Search

- Case Number
  Unique court case number.
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
Action
Search or write
- Only continue if...Required
Action
Filter
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
- Phone Number GroupRequired
- MobileRequired
  Mobile numbers should be entered using either an international format (e.g. +447984412345, +13471234567) or using a national format and specifying the country below.
- Mobile Country
  If no country code is defined, Sakari will attempt to parse the number using the account default country
- First Name
- Last Name
- Email
- Tags
  Multiple tags are supported. Simply separate tags using either a | or a ;
- MessageRequired
Action
Write
- AccountRequired
- MobileRequired
  Mobile numbers should be entered using either an international format (e.g. +447984412345, +13471234567) or using a national format and specifying the country below.
- Mobile Country
  If no country code is defined, Sakari will attempt to parse the number using the account default country
- First Name
- Last Name
- Email
- Tags
  Multiple tags are supported. Simply separate tags using either a | or a ;
Action
Search or write

New Affidavit
Triggers when a new affidavit document is created.
Trigger
Scheduled
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New Company
Triggers when a new company is created.
Trigger
Scheduled
Try It
- Company NameRequired
- Contact First NameRequired
- Contact Last Name
- Contact Phone
- Contact Email
- Contact Primary
Action
Write
- Type of UploadRequired
  Type of upload: document_to_be_served or misc_attachment.
- Document TitleRequired
  Summons and Complaint, Subpoena, Affidavit, Photo of Recipient, etc.
- URL of the FileRequired
  URL must start with http:// or https:// and be accessible without a login or password. Only one URL allowed.
- Filename (advanced)
  Most users can leave this blank. The filename will be inferred from the URL above if left blank. If you need to explicitly set the filename, provide only the name and extension - subpoena.pdf, summons.doc, etc., not the full URL.
- JobRequired
  Requires existing job in system. Note that this is the internal job identifier of the job and not the "ServeManager Display Number".
Action
Write
- JobRequired
- LabelRequired
- CommentsRequired
Action
Write
- Case Number
  Unique court case number.
Action
Search
- Contact EmailRequired
  Find an existing company by contact's email address.
- Company NameRequired
- Contact First NameRequired
- Contact Last Name
- Contact Phone
- Contact Primary
Action
Search or write
- Job Number
  ServeManager Job Number. This is also the same as the Invoice Number.
- Match All, Active, or Archived?
  Defaults to match any job in your system. Update below if you want to only match active or archived jobs.
- Recipient Name
- Recipient Description
  Description of recipient.
- Service Instructions
- Client Job Number
  Client's job identifier.
- Client Company
  Use the Company Find or Create action to link this job to a client.
- Client Contact
  Leave this blank unless you're an advanced user. The primary contact from Client Company will automatically be selected.
- Court Case
  Use the Court Case Find or Create action to link this job to a court case.
- Due Date
- Rush?
  Is this a rush job?
- Label
  Home, Business, Work, etc.
- Address
- City
- Address 2
  Unit 1, Apt 2, etc.
- State
- Zip
- County
- Primary?
  Is this the primary address of the recipient?
- Document Title
  Summons and Complaint, Subpoena, Affidavit, Photo of Recipient, etc.
- URL of the File
  URL must start with http:// or https:// and be accessible without a login or password. Only one URL allowed.
Action
Search or write
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
Trigger
Instant
Try It
- AccountRequired
- MobileRequired
  Mobile numbers should be entered using either an international format (e.g. +447984412345, +13471234567) or using a national format and specifying the country below.
- Mobile Country
  If no country code is defined, Sakari will attempt to parse the number using the account default country
- First Name
- Last Name
- Email
- Tags
  Multiple tags are supported. Simply separate tags using either a | or a ;
Action
Write
- AccountRequired
- MobileRequired
  Mobile numbers should be entered using either an international format (e.g. +447984412345, +13471234567) or using a national format and specifying the country below.
- Mobile Country
  If no country code is defined, Sakari will attempt to parse the number using the account default country
Action
Search

About Sakari SMS

Sakari is a platform for sending and receiving SMS messages. Our platform is optimized for sending customized messages in bulk allowing recipients to feel more engaged with your business.

Learn more

Related categories

Phone & SMS

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.

Learn more

Related categories

CRM (Customer Relationship Management)

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories

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Sakari SMS + ServeManager + Filter by Zapier

Send New ServeManager Job Alerts To Employee Via Sakari Text Message

Invoice Issued

New Attempt

New Job

Create Court Case

Number

Plaintiff

Defendant

Court Date

Filed Date

Create Job

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

Find Company

EmailRequired

Find Job

Job Number

Match All, Active, or Archived?

Find or Create Court Case

Case Number

Number

Plaintiff

Defendant

Court Date

Filed Date

Only continue if...

Only continue if...Required

Contact Deleted

AccountRequired

New Message

AccountRequired

Send Message

AccountRequired

Phone Number GroupRequired

MobileRequired

Mobile Country

First Name

Last Name

Email

Tags

MessageRequired

Find or Create Contact

AccountRequired

MobileRequired

Mobile Country

First Name

Last Name

Email

Tags

New Affidavit

New Company

Create Company

Company NameRequired

Contact First NameRequired

Contact Last Name

Contact Phone

Contact Email

Contact Primary

Upload File

Type of UploadRequired

Document TitleRequired

URL of the FileRequired