ServeManager Help & Support

  • How to Get Started with ServeManager on Zapier
  • Popular Things To Do With ServeManager
  • Common Problems with ServeManager on Zapier

How to Get Started with ServeManager on Zapier

To get started with ServeManager on Zapier, first you will need to click to connect your ServeManager account to use with your Zap.

Click to connect  ServeManager

Next, you'll be asked to enter your ServeManager's API key.

 ServeManager API Key

To locate your API Key in your ServeManager account, please follow these steps:

  • Contact help@servemanager.com to request an API key
  • Once granted, log into your ServeManager account
  • Click "My Company" in the upper navigation
  • Click the "Settings" tab
  • Scroll down to the bottom of the "Settings" page
  • Copy the API key to your clipboard

Paste your key back into your Zapier account and then “Continue”. If your API key was entered correctly your ServeManager account will now be successfully connected.

 ServeManager connection successfull

Popular Things To Do With ServeManager

  • Create Google Calendar events for new jobs on ServeManager

    ServeManager + Google Calendar

    Try It
  • Get text messages for new ServeManager jobs

    ServeManager + SMS by Zapier

  • Add new ServeManager companies to QuickBooks Online as customers

    ServeManager + QuickBooks Online

  • Create ServeManage jobs from new FormStack submissions

    Formstack + ServeManager

  • Text your client when a job is served in ServeManager

    ServeManager + Twilio

  • Create ServeManager jobs from new Clio matters

    Clio + ServeManager

Common Problems with ServeManager on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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