ServeManager Integrations

CRM (Customer Relationship Management)

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Formstack

Forms & Surveys

QuickBooks Online

Accounting

Google Calendar

Calendar, Google

SMS by Zapier

Phone & SMS, Zapier

Cognito Forms

Forms & Surveys

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Formstack

Forms & Surveys

QuickBooks Online

Accounting

Google Calendar

Calendar, Google

SMS by Zapier

Phone & SMS, Zapier

Cognito Forms

Forms & Surveys

Google Sheets

Google, Spreadsheets

Formstack

Forms & Surveys

QuickBooks Online

Accounting

Google Calendar

Calendar, Google

SMS by Zapier

Phone & SMS, Zapier

Cognito Forms

Forms & Surveys

Google Sheets

Google, Spreadsheets

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

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
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ServeManager + SMS by Zapier
Create Google Calendar events for new jobs on ServeManager
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ServeManager + Google Calendar
Add new ServeManager companies to a list on Mailchimp
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ServeManager + Mailchimp
Create ServeManage jobs from new FormStack submissions
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Formstack + ServeManager
Text your client when a job is served in ServeManager
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ServeManager + Twilio
Add new ServeManager companies to QuickBooks Online as customers
Premium
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ServeManager + QuickBooks Online
Create ServeManager jobs from new Clio matters
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Clio + ServeManager

Send New ServeManager Job Alerts To Employee Via Sakari Text Message
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ServeManager + Filter by Zapier + Sakari SMS

Get text messages for new ServeManager jobs

ServeManager + SMS by Zapier

Create Google Calendar events for new jobs on ServeManager

ServeManager + Google Calendar

Add new ServeManager companies to a list on Mailchimp

ServeManager + Mailchimp

Create ServeManage jobs from new FormStack submissions

Formstack + ServeManager

Text your client when a job is served in ServeManager

ServeManager + Twilio

Add new ServeManager companies to QuickBooks Online as customers

Premium

ServeManager + QuickBooks Online

Create ServeManager jobs from new Clio matters

Clio + ServeManager

Send New ServeManager Job Alerts To Employee Via Sakari Text Message

ServeManager + Filter by Zapier + Sakari SMS

Supported triggers and actions

What does this mean?

Invoice Issued
Triggers when an invoice is issued.
Trigger
Scheduled
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New Attempt
Triggers when a new attempt is logged.
Trigger
Scheduled
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New Job
Triggers when new job is created.
Trigger
Scheduled
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- 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

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
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- 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

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.

Related categories

CRM (Customer Relationship Management)

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Popular ServeManager Integrations