ServeManager + Teamleader Focus

ServeManager + Teamleader Focus integrations

Create court cases in ServeManager for new contacts in Teamleader Focus

Effortlessly manage your legal cases by connecting Teamleader Focus and ServeManager with this seamless workflow. Whenever a new contact is added in Teamleader Focus, a court case will be created in ServeManager, ensuring all relevant parties are properly documented and tracked. Streamline your case management process and stay organized with this smart automation.

When this happens...
New ContactTriggers when a new contact is added.
TriggerInstant
automatically do this!
Create Court CaseCreates a Court Case.
ActionWrite

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More things you can do with Teamleader Focus and ServeManager

Discover other triggers and actions you can use with Teamleader Focus and ServeManager

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last name
  Required
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom_fields
- Marketing mails consent
Action
Write
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write

- Id
  Required
Action
Search
New Affidavit
Triggers when a new affidavit document is created.
Trigger
Polling
Try It

New Company
Triggers when a new company is created.
Trigger
Polling
Try It
- Company Name
  Required
- Contact First Name
  Required
- Contact Last Name
- Contact Phone
- Contact Email
- Contact Primary
Action
Write
- Type of Upload
  Required
- Document Title
  Required
- URL of the File
  Required
- Filename (advanced)
- Job
  Required
Action
Write
- Job
  Required
- Label
  Required
- Comments
  Required
Action
Write
- Case Number
Action
Search
- Contact Email
  Required
- Company Name
  Required
- Contact First Name
  Required
- Contact Last Name
- Contact Phone
- Contact Primary
Action
Search or write
- Job Number
- Match All, Active, or Archived?
- Recipient Name
- Recipient Description
- Service Instructions
- Client Job Number
- Client Company
- Client Contact
- Court Case
- Due Date
- Rush?
- Label
- Address
- City
- Address 2
- State
- Zip
- County
- Primary?
- Document Title
- URL of the File
Action
Search or write

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- Company name
  Required
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom_fields
- Marketing_mails_consent
Action
Write
- Title
  Required
- Summary
- Customer Type
  Required
- Customer Id
  Required
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
Action
Write
- Id
  Required
Action
Search
Invoice Issued
Triggers when an invoice is issued.
Trigger
Polling
Try It
New Attempt
Triggers when a new attempt is logged.
Trigger
Polling
Try It
New Job
Triggers when new job is created.
Trigger
Polling
Try It
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
Action
Write
- Recipient Name
- Recipient Description
- Service Instructions
- Client Job Number
- Client Company
- Client Contact
- Court Case
- Due Date
- Rush?
- Label
- Address
- City
- Address 2
- State
- Zip
- County
- Primary?
- Document Title
- URL of the File
Action
Write
- Email
  Required
Action
Search
- Job Number
- Match All, Active, or Archived?
Action
Search
- Case Number
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
Action
Search or write

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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About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.