ServeManager Integrations

Keeping track of job due dates can be daunting. When you're managing many jobs, due dates can come and go without realizing it. By setting up this Zapier integration, events will automatically be added to your Google Calendar to match new job due dates on ServeManager. Your schedule will be then be easier to maintain, helping ensure you never let another due date pass again.

Note: Due dates are only set on new jobs. If a due date changes in ServeManager, you'll need to enable a separate automation to update Google Calendar.

How this ServeManager-Google Calendar integration works

1. A new job is created in ServeManager
2. Zapier creates a Google Calendar event for the job's due date

Apps involved

• ServeManager
• Google Calendar

When you're out in the field serving papers, it can be be tough to know when you have new work assigned to you. This integration will send out a text message whenever you have a new job on ServeManager, keeping you on track no matter how busy your day is.

How this ServeManager integration works

1. A new job is created on ServeManager
2. Zapier sends you a text message with the details

Apps involved

• ServeManager

Using multiple apps to track your invoicing and accounting doesn't have to result in time-wasting double entry. Set up this integration, and we'll streamline the process for you. It will fire off whenever you create a new company in ServeManager, creating a matching customer on QuickBooks Online so you're always prepared when the time comes to file your paperwork.

How this ServeManager-QuickBooks Online integration works

1. A new company is created in ServeManager
2. Zapier creates a new customer in QuickBooks online

Apps involved

• ServeManager
• QuickBooks Online

If you're spending too much time entering in job details by hand, it's time for some automated assistance—you can eliminate double data entry by setting up this Zapier integration. From then on, whenever there's a new submission on your Formstack form, Zapier will create a new job in ServeManager with the data exactly as your clients submitted it, ensuring there are never any mistakes or missing information.

Note: This is a simple starting point for what can become a very robust client intake form. A Multi-Step workflow can be used to create a client, court case, and even upload documents to the job.

How this Formstack-ServeManager integration works

1. A new form submission is detected on Formstack
2. Zapier creates a new job in ServeManager

Apps involved

• Formstack
• ServeManager

Your clients demand realtime information about the status of their jobs, but this can be hard to manage when you're on the move. Set up this Zapier integration, however, and we'll send them a text message whenever you record a service attempt in ServeManager.

How this ServeManager-Twilio integration works

1. A new service attempt is logged in ServeManager
2. Twilio sends your client a text message

Apps involved

• ServeManager
• Twilio