ServeManager + Cognito Forms + OneDrive Integrations
How to connect ServeManager + Cognito Forms + OneDrive
Zapier lets you send info between ServeManager and Cognito Forms and OneDrive automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with ServeManager + Cognito Forms + OneDrive
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ServeManager, Cognito Forms, and OneDrive. And don’t forget that you can add more apps and actions to create complex workflows.
Invoice Issued
Triggers when an invoice is issued.
Try ItNew Attempt
Triggers when a new attempt is logged.
Try ItNew Job
Triggers when new job is created.
Try ItNumber
Plaintiff
Defendant
Court Date
Filed Date
New Affidavit
Triggers when a new affidavit document is created.
Try ItNew Company
Triggers when a new company is created.
Try ItCompany NameRequired
Contact First NameRequired
Contact Last Name
Contact Phone
Contact Email
Contact Primary
Type of UploadRequired
Document TitleRequired
URL of the FileRequired
Filename (advanced)
JobRequired
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How ServeManager + Cognito Forms + OneDrive Integrations Work
- Step 1: Authenticate ServeManager, Cognito Forms, and OneDrive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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About OneDrive
OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
