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ServeManager Integrations

CRM (Customer Relationship Management)

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Integrate Formstack with ServeManager

Formstack

Forms & Surveys
Integrate QuickBooks Online with ServeManager

QuickBooks Online

Accounting, Premium
Integrate Google Calendar with ServeManager

Google Calendar

Calendar, Google
Integrate Cognito Forms with ServeManager

Cognito Forms

Forms & Surveys
Integrate Google Sheets with ServeManager

Google Sheets

Google, Spreadsheets
Integrate Twilio with ServeManager

Twilio

Phone & SMS
Integrate Gmail with ServeManager

Gmail

Email, Google
Integrate Mailchimp with ServeManager

Mailchimp

Email Newsletters
Integrate Google Drive with ServeManager

Google Drive

File Management & Storage, Google
Integrate Xero with ServeManager

Xero

Accounting, Premium
Integrate Sakari SMS with ServeManager

Sakari SMS

Phone & SMS
Integrate FreshBooks with ServeManager

FreshBooks

Accounting
Integrate JotForm with ServeManager

JotForm

Forms & Surveys
Integrate Wave with ServeManager

Wave

Accounting
Integrate Clio with ServeManager

Clio

CRM (Customer Relationship Management)
Integrate OneDrive with ServeManager

OneDrive

File Management & Storage, Microsoft
Integrate Google Forms with ServeManager

Google Forms

Forms & Surveys, Google
Integrate Microsoft Excel with ServeManager

Microsoft Excel

Microsoft, Spreadsheets

Citrix ShareFile

File Management & Storage
Integrate Squarespace with ServeManager

Squarespace

Forms & Surveys
Integrate Square with ServeManager

Square

Payment Processing
Integrate Microsoft Exchange with ServeManager

Microsoft Exchange

Email, Microsoft
Integrate Gravity Forms with ServeManager

Gravity Forms

Forms & Surveys, WordPress
Integrate Microsoft Outlook with ServeManager

Microsoft Outlook

Email, Microsoft
Integrate Google Docs with ServeManager

Google Docs

Documents, Google
Integrate Docparser with ServeManager

Docparser

Documents
Integrate Constant Contact with ServeManager

Constant Contact

Email Newsletters
Integrate Amazon S3 with ServeManager

Amazon S3

Amazon, File Management & Storage, Premium
Integrate Stripe with ServeManager

Stripe

Payment Processing
Integrate Pipedrive with ServeManager

Pipedrive

CRM (Customer Relationship Management)
Integrate FreshBooks Classic with ServeManager

FreshBooks Classic

Accounting
Integrate Zoho Books with ServeManager

Zoho Books

Accounting, Zoho
Integrate Tookan with ServeManager

Tookan

Scheduling & Booking
Integrate Calendly with ServeManager

Calendly

Scheduling & Booking
Integrate Typeform with ServeManager

Typeform

Forms & Surveys
Integrate ClickFunnels with ServeManager

ClickFunnels

Marketing Automation
Integrate Asana with ServeManager

Asana

Project Management
Integrate Google Contacts with ServeManager

Google Contacts

Contact Management, Google
Integrate Dropbox with ServeManager

Dropbox

File Management & Storage
Integrate Google Tasks with ServeManager

Google Tasks

Google, Task Management
Integrate Zoho CRM with ServeManager

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho
Integrate Box with ServeManager

Box

File Management & Storage
Integrate SignNow with ServeManager

SignNow

Signatures
Integrate Invoice Ninja with ServeManager

Invoice Ninja

Proposal & Invoice Management
Integrate AppsForOps Timeline with ServeManager

AppsForOps Timeline

CRM (Customer Relationship Management)
Integrate PracticePanther Legal Software with ServeManager

PracticePanther Legal Software

CRM (Customer Relationship Management)
Integrate WebWork Time Tracker with ServeManager

WebWork Time Tracker

Beta, Time Tracking Software
Integrate Posh with ServeManager

Posh

Beta, Communication
Integrate Slack with ServeManager

Slack

Team Chat
Integrate Trello with ServeManager

Trello

Project Management
Integrate Facebook Lead Ads with ServeManager

Facebook Lead Ads

Ads & Conversion, Facebook, Premium
Integrate Facebook Pages with ServeManager

Facebook Pages

Facebook, Social Media Accounts
Integrate Salesforce with ServeManager

Salesforce

CRM (Customer Relationship Management), Premium
Integrate Instagram with ServeManager

Instagram

Facebook, Social Media Accounts
Integrate WooCommerce with ServeManager

WooCommerce

eCommerce, WordPress
Integrate Eventbrite with ServeManager

Eventbrite

Event Management
Integrate WPForms with ServeManager

WPForms

Forms & Surveys, WordPress
Integrate PayPal with ServeManager

PayPal

Payment Processing, Premium
Integrate ClickSend SMS with ServeManager

ClickSend SMS

Phone & SMS
Integrate MySQL with ServeManager

MySQL

Databases, Premium
Integrate AWeber with ServeManager

AWeber

Email Newsletters
Integrate Microsoft Office 365 with ServeManager

Microsoft Office 365

Email, Microsoft
Integrate Paperform with ServeManager

Paperform

Forms & Surveys
Integrate Formidable Forms with ServeManager

Formidable Forms

Forms & Surveys, WordPress
Integrate Mailgun with ServeManager

Mailgun

Transactional Email
Integrate SendGrid with ServeManager

SendGrid

Transactional Email
Integrate SQL Server with ServeManager

SQL Server

Databases, Premium
Integrate Pardot with ServeManager

Pardot

Marketing Automation, Premium
Integrate Knack with ServeManager

Knack

Databases
Integrate GitLab with ServeManager

GitLab

Developer Tools
Integrate pdfFiller with ServeManager

pdfFiller

Documents
Integrate Zoho Desk with ServeManager

Zoho Desk

Customer Support, Zoho
Integrate WP All Export Pro with ServeManager

WP All Export Pro

Website Builders
Integrate Redmine with ServeManager

Redmine

Project Management
Integrate MOCO with ServeManager

MOCO

CRM (Customer Relationship Management)
Integrate Zoho Invoice with ServeManager

Zoho Invoice

Proposal & Invoice Management, Zoho
Integrate PlanSo Forms for WordPress with ServeManager

PlanSo Forms for WordPress

Forms & Surveys, WordPress
Integrate Metatask with ServeManager

Metatask

Task Management
Integrate Wix Answers with ServeManager

Wix Answers

Customer Support
Integrate LiveCall with ServeManager

LiveCall

Phone & SMS
Integrate Glide with ServeManager

Glide

App Builder, Beta
Integrate Facebook Lead Ads (Legacy) with ServeManager

Facebook Lead Ads (Legacy)

Ads & Conversion, Premium
Integrate CROSStrax with ServeManager

CROSStrax

Beta, Project Management
Integrate DocupletionForms with ServeManager

DocupletionForms

Beta, Forms & Surveys
Integrate Systeme.io with ServeManager

Systeme.io

Marketing Automation

Popular ways to use ServeManager workflows

  • Create Google Calendar events for new jobs on ServeManager

    • ServeManager logo
    • Google Calendar logo
    ServeManager + Google Calendar
    More details
    1. When this happens

      Step 1: New Job

    2. Then do this

      Step 2: Create Detailed Event

    Create Google Calendar events for new jobs on ServeManager

    Create Google Calendar events for new jobs on ServeManager
    • ServeManager logo
    • Google Calendar logo
    ServeManager + Google Calendar
  • Get text messages for new ServeManager jobs

    • ServeManager logo
    • SMS by Zapier logo
    ServeManager + SMS by Zapier
    More details
    1. When this happens

      Step 1: New Job

    2. Then do this

      Step 2: Send SMS

  • Add new ServeManager companies to QuickBooks Online as customers

    premium
    • ServeManager logo
    • QuickBooks Online logo
    ServeManager + QuickBooks Online
    More details
    1. When this happens

      Step 1: New Company

    2. Then do this

      Step 2: Create Customer

  • Add new ServeManager companies to a list on Mailchimp

    • ServeManager logo
    • Mailchimp logo
    ServeManager + Mailchimp
    More details
    1. When this happens

      Step 1: New Company

    2. Then do this

      Step 2: Add/Update Subscriber

  • Create ServeManage jobs from new FormStack submissions

    • Formstack logo
    • ServeManager logo
    Formstack + ServeManager
    More details
    1. When this happens

      Step 1: New Submission

    2. Then do this

      Step 2: Create Job

Supported triggers and actions

What does this mean?
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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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