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ServeManager Integrations

CRM (Customer Relationship Management)

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Integrate Formstack with ServeManagerIntegrate Formstack with ServeManager

Formstack

Forms & Surveys
Integrate QuickBooks Online with ServeManagerIntegrate QuickBooks Online with ServeManager

QuickBooks Online

Accounting
Integrate Google Calendar with ServeManagerIntegrate Google Calendar with ServeManager

Google Calendar

Calendar, Google
Integrate SMS by Zapier with ServeManagerIntegrate SMS by Zapier with ServeManager

SMS by Zapier

Phone & SMS, Zapier
Integrate Cognito Forms with ServeManagerIntegrate Cognito Forms with ServeManager

Cognito Forms

Forms & Surveys
Integrate Google Sheets with ServeManagerIntegrate Google Sheets with ServeManager

Google Sheets

Google, Spreadsheets
Integrate Filter by Zapier with ServeManagerIntegrate Filter by Zapier with ServeManager

Filter by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with ServeManagerIntegrate Webhooks by Zapier with ServeManager

Webhooks by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with ServeManagerIntegrate Paths by Zapier with ServeManager

Paths by Zapier

Developer Tools, Zapier
Integrate Formstack with ServeManagerIntegrate Formstack with ServeManager

Formstack

Forms & Surveys
Integrate QuickBooks Online with ServeManagerIntegrate QuickBooks Online with ServeManager

QuickBooks Online

Accounting
Integrate Google Calendar with ServeManagerIntegrate Google Calendar with ServeManager

Google Calendar

Calendar, Google
Integrate SMS by Zapier with ServeManagerIntegrate SMS by Zapier with ServeManager

SMS by Zapier

Phone & SMS, Zapier
Integrate Cognito Forms with ServeManagerIntegrate Cognito Forms with ServeManager

Cognito Forms

Forms & Surveys
Integrate Google Sheets with ServeManagerIntegrate Google Sheets with ServeManager

Google Sheets

Google, Spreadsheets
Integrate Formstack with ServeManagerIntegrate Formstack with ServeManager

Formstack

Forms & Surveys
Integrate QuickBooks Online with ServeManagerIntegrate QuickBooks Online with ServeManager

QuickBooks Online

Accounting
Integrate Google Calendar with ServeManagerIntegrate Google Calendar with ServeManager

Google Calendar

Calendar, Google
Integrate SMS by Zapier with ServeManagerIntegrate SMS by Zapier with ServeManager

SMS by Zapier

Phone & SMS, Zapier
Integrate Cognito Forms with ServeManagerIntegrate Cognito Forms with ServeManager

Cognito Forms

Forms & Surveys
Integrate Google Sheets with ServeManagerIntegrate Google Sheets with ServeManager

Google Sheets

Google, Spreadsheets
Integrate Filter by Zapier with ServeManagerIntegrate Filter by Zapier with ServeManager

Filter by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with ServeManagerIntegrate Webhooks by Zapier with ServeManager

Webhooks by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with ServeManagerIntegrate Paths by Zapier with ServeManager

Paths by Zapier

Developer Tools, Zapier

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Quickly automate ServeManager integrations with Zapier's templates

  • Get text messages for new ServeManager jobs

    Details
    • ServeManager logo
    • SMS by Zapier logo
    ServeManager + SMS by Zapier
  • Create Google Calendar events for new jobs on ServeManager

    • ServeManager logo
    • Google Calendar logo
    ServeManager + Google Calendar
  • Add new ServeManager companies to a list on Mailchimp

    • ServeManager logo
    • Mailchimp logo
    ServeManager + Mailchimp
  • Create ServeManage jobs from new FormStack submissions

    • Formstack logo
    • ServeManager logo
    Formstack + ServeManager
  • Text your client when a job is served in ServeManager

    • ServeManager logo
    • Twilio logo
    ServeManager + Twilio
  • Add new ServeManager companies to QuickBooks Online as customers

    Premium
    Details
    • ServeManager logo
    • QuickBooks Online logo
    ServeManager + QuickBooks Online
  • Create ServeManager jobs from new Clio matters

    • Clio logo
    • ServeManager logo
    Clio + ServeManager
  • Send New ServeManager Job Alerts To Employee Via Sakari Text Message

    • ServeManager logo
    • Filter by Zapier logo
    • Sakari SMS logo
    ServeManager + Filter by Zapier + Sakari SMS

Get text messages for new ServeManager jobs

Try it
  • ServeManager logo
  • SMS by Zapier logo
ServeManager + SMS by Zapier

Create Google Calendar events for new jobs on ServeManager

  • ServeManager logo
  • Google Calendar logo
ServeManager + Google Calendar

Add new ServeManager companies to a list on Mailchimp

  • ServeManager logo
  • Mailchimp logo
ServeManager + Mailchimp

Create ServeManage jobs from new FormStack submissions

  • Formstack logo
  • ServeManager logo
Formstack + ServeManager

Text your client when a job is served in ServeManager

  • ServeManager logo
  • Twilio logo
ServeManager + Twilio

Add new ServeManager companies to QuickBooks Online as customers

Premium
Details
  • ServeManager logo
  • QuickBooks Online logo
ServeManager + QuickBooks Online

Create ServeManager jobs from new Clio matters

  • Clio logo
  • ServeManager logo
Clio + ServeManager

Send New ServeManager Job Alerts To Employee Via Sakari Text Message

  • ServeManager logo
  • Filter by Zapier logo
  • Sakari SMS logo
ServeManager + Filter by Zapier + Sakari SMS

Supported triggers and actions

What does this mean?
  • ServeManager triggers, actions, and search

    Invoice Issued

    Triggers when an invoice is issued.

    Trigger
    Scheduled
    Try It
    • Number

    • Plaintiff

    • Defendant

    • Court Date

    • Filed Date

    Action
    Write
    • 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
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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)

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