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

Webhooks by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Filter 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

Webhooks by Zapier

Developer Tools, Zapier

Formstack

Forms & Surveys

QuickBooks Online

Accounting

Google Calendar

Calendar, Google

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Popular ways to use ServeManager workflows

Create Google Calendar events for new jobs on ServeManager
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ServeManager + Google Calendar
More details
When this happens
Step 1: New Job
Then do this
Step 2: Create Detailed Event
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Create Google Calendar events for new jobs on ServeManager
Create Google Calendar events for new jobs on ServeManager
ServeManager + Google Calendar
Get text messages for new ServeManager jobs
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ServeManager + SMS by Zapier
More details
When this happens
Step 1: New Job
Then do this
Step 2: Send SMS
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Get text messages for new ServeManager jobs
Get text messages for new ServeManager jobs
ServeManager + SMS by Zapier
Add new ServeManager companies to QuickBooks Online as customers
Premium
Try it
ServeManager + QuickBooks Online
More details
When this happens
Step 1: New Company
Then do this
Step 2: Create Customer
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Add new ServeManager companies to QuickBooks Online as customers
Premium
Add new ServeManager companies to QuickBooks Online as customers
ServeManager + QuickBooks Online
Add new ServeManager companies to a list on Mailchimp
Try it
ServeManager + Mailchimp
More details
When this happens
Step 1: New Company
Then do this
Step 2: Add/Update Subscriber
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Add new ServeManager companies to a list on Mailchimp
Add new ServeManager companies to a list on Mailchimp
ServeManager + Mailchimp
Create ServeManage jobs from new FormStack submissions
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Formstack + ServeManager
More details
When this happens
Step 1: New Submission
Then do this
Step 2: Create Job
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Create ServeManage jobs from new FormStack submissions
Create ServeManage jobs from new FormStack submissions
Formstack + ServeManager
Text your client when a job is served in ServeManager
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ServeManager + Twilio
More details
When this happens
Step 1: New Attempt
Then do this
Step 2: Send SMS
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Text your client when a job is served in ServeManager
Text your client when a job is served in ServeManager
ServeManager + Twilio
Create ServeManager jobs from new Clio matters
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Clio + ServeManager
More details
When this happens
Step 1: New Matter
Then do this
Step 2: Create Job
See Zap details Try it
Create ServeManager jobs from new Clio matters
Create ServeManager jobs from new Clio matters
Clio + ServeManager
Send New ServeManager Job Alerts To Employee Via Sakari Text Message
Try it
ServeManager + Filter by Zapier + Sakari SMS
More details
When this happens
Step 1: New Job
Then do this
Step 2: Only continue if...
Then do this
Step 3: Send Message
See Zap details Try it
Send New ServeManager Job Alerts To Employee Via Sakari Text Message
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
New Affidavit
Triggers when a new affidavit document is created.
Trigger
Scheduled
New Attempt
Triggers when a new attempt is logged.
Trigger
Scheduled
New Company
Triggers when a new company is created.
Trigger
Scheduled
New Job
Triggers when new job is created.
Trigger
Scheduled
Create Company
Creates a new company.
Action
Write
Create Court Case
Creates a Court Case.
Action
Write
Upload File
Upload a file to an existing job.
Action
Write
ServeManager
Creates a new job.
Scheduled
Action
ServeManager
Create a new note on a job.
Scheduled
Action
ServeManager
Find an existing company.
Scheduled
Action
ServeManager
Find an existing court case.
Scheduled
Action
ServeManager
Finds an existing job.
Scheduled
Action
ServeManager
Find or Create Company
Scheduled
Action
ServeManager
Find or Create Court Case
Scheduled
Action
ServeManager
Find or Create Job
Scheduled
Action

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