ServeManager Integrations

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ServeManager logo

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Integrate Formstack with ServeManager

Formstack

Forms & Surveys
Integrate QuickBooks Online with ServeManager

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Google Calendar with ServeManager

Google Calendar

Calendar +1Calendar, Google
Integrate Cognito Forms with ServeManager

Cognito Forms

Forms & Surveys
Integrate Dropbox with ServeManager

Dropbox

File Management & Storage
Integrate Google Sheets with ServeManager

Google Sheets

Google +1Google, Spreadsheets
Integrate Twilio with ServeManager

Twilio

Phone & SMS
Integrate Gmail with ServeManager

Gmail

Email +1Email, Google
Integrate Mailchimp with ServeManager

Mailchimp

Email Newsletters
Integrate Google Drive with ServeManager

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate FreshBooks with ServeManager

FreshBooks

Accounting
Integrate Xero with ServeManager

Xero

Accounting +1Accounting, Premium
Integrate Wave with ServeManager

Wave

Accounting
Integrate Clio with ServeManager

Clio

CRM (Customer Relationship Management)
Integrate JotForm with ServeManager

JotForm

Forms & Surveys
Integrate Microsoft Excel with ServeManager

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Google Forms with ServeManager

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Citrix ShareFile with ServeManager

Citrix ShareFile

File Management & Storage
Integrate OneDrive with ServeManager

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate Gravity Forms with ServeManager

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Google Docs with ServeManager

Google Docs

Documents +1Documents, Google
Integrate Docparser with ServeManager

Docparser

Documents
Integrate Amazon S3 with ServeManager

Amazon S3

Amazon +2Amazon, File Management & Storage, Premium
Integrate Stripe with ServeManager

Stripe

Payment Processing
Integrate Microsoft Outlook with ServeManager

Microsoft Outlook

Email +1Email, Microsoft
Integrate FreshBooks Classic with ServeManager

FreshBooks Classic

Accounting
Integrate Sakari SMS with ServeManager

Sakari SMS

Phone & SMS
Integrate Typeform with ServeManager

Typeform

Forms & Surveys
Integrate Calendly with ServeManager

Calendly

Scheduling & Booking
Integrate ClickFunnels with ServeManager

ClickFunnels

Marketing Automation
Integrate Asana with ServeManager

Asana

Project Management
Integrate Google Tasks with ServeManager

Google Tasks

Google +1Google, Task Management
Integrate Box with ServeManager

Box

File Management & Storage
Integrate Invoice Ninja with ServeManager

Invoice Ninja

Proposal & Invoice Management
Integrate PracticePanther Legal Software with ServeManager

PracticePanther Legal Software

CRM (Customer Relationship Management)
Integrate Pipedrive with ServeManager

Pipedrive

CRM (Customer Relationship Management)
Integrate AppsForOps Timeline with ServeManager

AppsForOps Timeline

CRM (Customer Relationship Management)
Integrate Constant Contact with ServeManager

Constant Contact

Email Newsletters
Integrate Zoho Books with ServeManager

Zoho Books

Accounting +1Accounting, Zoho
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 +2Ads & Conversion, Facebook, Premium
Integrate Facebook Pages with ServeManager

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate Google Contacts with ServeManager

Google Contacts

Contact Management +1Contact Management, Google
Integrate Squarespace with ServeManager

Squarespace

Forms & Surveys
Integrate Microsoft Office 365 with ServeManager

Microsoft Office 365

Email +1Email, Microsoft
Integrate PayPal with ServeManager

PayPal

Payment Processing +1Payment Processing, Premium
Integrate WPForms with ServeManager

WPForms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate WooCommerce with ServeManager

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate MySQL with ServeManager

MySQL

Databases +1Databases, Premium
Integrate AWeber with ServeManager

AWeber

Email Newsletters
Integrate Mailgun with ServeManager

Mailgun

Transactional Email
Integrate SQL Server with ServeManager

SQL Server

Databases +1Databases, Premium
Integrate Formidable Forms with ServeManager

Formidable Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Pardot with ServeManager

Pardot

Marketing Automation +1Marketing Automation, Premium
Integrate Knack with ServeManager

Knack

Databases
Integrate SendGrid with ServeManager

SendGrid

Transactional Email
Integrate Redmine with ServeManager

Redmine

Project Management
Integrate Zoho Invoice with ServeManager

Zoho Invoice

Proposal & Invoice Management +1Proposal & Invoice Management, Zoho
Integrate Zoho CRM with ServeManager

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate PlanSo Forms for WordPress with ServeManager

PlanSo Forms for WordPress

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Wix Answers with ServeManager

Wix Answers

Customer Support
Integrate PDFfiller with ServeManager

PDFfiller

Documents
Integrate Metatask with ServeManager

Metatask

Project Management +1Project Management, Task Management
Integrate Zoho Desk with ServeManager

Zoho Desk

Customer Support +1Customer Support, Zoho
Integrate WebWork Time Tracker with ServeManager

WebWork Time Tracker

Beta +1Beta, Time Tracking Software
Integrate Instagram with ServeManager

Instagram

Facebook +1Facebook, Social Media Accounts
Integrate Systeme.io with ServeManager

Systeme.io

Marketing Automation
Integrate Glide with ServeManager

Glide

App Builder +1App Builder, Beta
Integrate MOCO with ServeManager

MOCO

CRM (Customer Relationship Management)
Integrate GitLab with ServeManager

GitLab

Developer Tools
Integrate Eventbrite with ServeManager

Eventbrite

Event Management
Integrate WP All Export Pro with ServeManager

WP All Export Pro

Website Builders

Connect ServeManager to 3,000+ Apps

  • ServeManager logoGoogle Calendar logo

    Create Google Calendar events for new jobs on ServeManager

    ServeManager + Google Calendar

  • ServeManager logoSMS by Zapier logo

    Get text messages for new ServeManager jobs

    ServeManager + SMS by Zapier

  • ServeManager logoQuickBooks Online logo

    Add new ServeManager companies to QuickBooks Online as customers

    ServeManager + QuickBooks Online

  • ServeManager logoMailchimp logo

    Add new ServeManager companies to a list on Mailchimp

    ServeManager + Mailchimp

  • Formstack logoServeManager logo

    Create ServeManage jobs from new FormStack submissions

    Formstack + ServeManager

  • ServeManager logoTwilio logo

    Text your client when a job is served in ServeManager

    ServeManager + Twilio

ServeManager Integration Details

The following ServeManager Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Actions

  • Create Company

    Creates a new company.

  • Upload File

    Upload a file to an existing job.

  • Create Job

    Creates a new job.

  • Create Court Case

    Creates a Court Case.

  • Create Note

    Create a new note on a job.

Searches

  • Find Company

    Find an existing company.

  • Find Court Case

    Find an existing court case.

  • Find Job

    Finds an existing job.

  • Find or Create Company

    Find or Create Company

  • Find or Create Court Case

    Find or Create Court Case

  • Find or Create Job

    Find or Create Job

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