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ServeManager + PlanSo Forms for WordPress Integrations

How to connect ServeManager + PlanSo Forms for WordPress

Zapier lets you send info between ServeManager and PlanSo Forms for WordPress automatically—no code required.

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Supported triggers and actions

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How ServeManager + PlanSo Forms for WordPress Integrations Work

  1. Step 1: Authenticate ServeManager and PlanSo Forms for WordPress.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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.
Learn More

Related categories

  • CRM (Customer Relationship Management)
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planso logo
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About PlanSo Forms for WordPress

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

Related categories

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