ServeManager + Formstack Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect ServeManager and Formstack, with as many as 14 possible integrations. Are you ready to find your productivity superpowers?
Create ServeManage jobs from new FormStack submissions
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
- A new form submission is detected on Formstack
- Zapier creates a new job in ServeManager
It's easy to connect ServeManager + Formstack and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new attempt is logged.
Creates a new job.
Triggers when new job is created.
Creates a new company.
Triggers when a new company is created.
Upload a file to an existing job.
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Creates a submission for a form in FormStack.
Triggers when a new affidavit document is created.
Create a new note on a job.
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