New App: Serve Documents for Legal Clients with ServeManager
ServeManager is a tool that law firms and process servers alike use to serve documents for their clients. Manage all process serving jobs and companies you serve in a single dashboard. Then connect ServeManager to Zapier so you can automate your workflows and service your clients more efficiently.
How ServeManager Works with Zapier
Triggers
- New Job: Trigger a Zap when a new job is created in ServeManager.
- New Company: Trigger a Zap when a new company is created in ServeManager.
- New Attempt: Trigger a Zap when a new attempt is created in ServeManager.
Searches
- Find Company: Zapier automatically finds a company in ServeManager. If the company you're looking for doesn't yet exist, Zapier will create it.
- Find Job: Zapier automatically finds a job in ServeManager. If the job you're looking for doesn't yet exist, Zapier will create it.
Actions
- Create Job: Automatically create a job in ServeManager.
- Create Company: Automatically create a company in ServeManager.
- Create Court Case: Automatically create a court case in ServeManager.
- Upload File: Automatically upload a file to an existing job in ServeManager.
Automation Inspiration
Get started with these sample Zaps:
Get Notifications About New Attempts and Jobs
Automatically Create and Schedule Jobs
How To Automate ServeManager with Zapier
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Sign up for a ServeManager account, and make sure you have a Zapier account
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Try some pre-made ServeManager integrations and learn more about how ServeManager works with Zapier
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Check out our ServeManager help documentation for details on connecting your account and setting up your first Zap
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Or login and build a custom workflow with ServeManager and Zapier