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ServeManager Integrations

CRM (Customer Relationship Management)

Do more with ServeManager integrations

Zapier lets you connect ServeManager with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Integrate Formstack with ServeManagerIntegrate Formstack with ServeManager
Formstack
Forms & Surveys
Integrate Cognito Forms with ServeManagerIntegrate Cognito Forms with ServeManager
Cognito Forms
Forms & Surveys
Integrate Twilio with ServeManagerIntegrate Twilio with ServeManager
Twilio
Phone & SMS
Integrate Mailchimp with ServeManagerIntegrate Mailchimp with ServeManager
Mailchimp
Marketing Automation
Integrate Gravity Forms with ServeManagerIntegrate Gravity Forms with ServeManager
Gravity Forms
Forms & Surveys, WordPress
Integrate Google Calendar with ServeManagerIntegrate Google Calendar with ServeManager
Google Calendar
Calendar, Google
Integrate Dropbox with ServeManagerIntegrate Dropbox with ServeManager
Dropbox
File Management & Storage
Integrate Wave with ServeManagerIntegrate Wave with ServeManager
Wave
Accounting
Integrate FreshBooks with ServeManagerIntegrate FreshBooks with ServeManager
FreshBooks
Accounting
Integrate Formstack with ServeManagerIntegrate Formstack with ServeManager
Formstack
Forms & Surveys
Integrate Cognito Forms with ServeManagerIntegrate Cognito Forms with ServeManager
Cognito Forms
Forms & Surveys
Integrate Twilio with ServeManagerIntegrate Twilio with ServeManager
Twilio
Phone & SMS
Integrate Mailchimp with ServeManagerIntegrate Mailchimp with ServeManager
Mailchimp
Marketing Automation
Integrate Gravity Forms with ServeManagerIntegrate Gravity Forms with ServeManager
Gravity Forms
Forms & Surveys, WordPress
Integrate Google Calendar with ServeManagerIntegrate Google Calendar with ServeManager
Google Calendar
Calendar, Google
Integrate Formstack with ServeManagerIntegrate Formstack with ServeManager
Formstack
Forms & Surveys
Integrate Cognito Forms with ServeManagerIntegrate Cognito Forms with ServeManager
Cognito Forms
Forms & Surveys
Integrate Twilio with ServeManagerIntegrate Twilio with ServeManager
Twilio
Phone & SMS
Integrate Mailchimp with ServeManagerIntegrate Mailchimp with ServeManager
Mailchimp
Marketing Automation
Integrate Gravity Forms with ServeManagerIntegrate Gravity Forms with ServeManager
Gravity Forms
Forms & Surveys, WordPress
Integrate Google Calendar with ServeManagerIntegrate Google Calendar with ServeManager
Google Calendar
Calendar, Google
Integrate Dropbox with ServeManagerIntegrate Dropbox with ServeManager
Dropbox
File Management & Storage
Integrate Wave with ServeManagerIntegrate Wave with ServeManager
Wave
Accounting
Integrate FreshBooks with ServeManagerIntegrate FreshBooks with ServeManager
FreshBooks
Accounting

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Quickly automate ServeManager integrations with Zapier's templates

  • Get text messages for new ServeManager jobs

    • ServeManager logo
    • SMS by Zapier logo
    ServeManager + SMS by Zapier
  • Create Google Calendar events for new jobs on ServeManager

    • ServeManager logo
    • Google Calendar logo
    ServeManager + Google Calendar
  • Add new ServeManager companies to QuickBooks Online as customers

    Premium
    Details
    • ServeManager logo
    • QuickBooks Online logo
    ServeManager + QuickBooks Online
  • Add new ServeManager companies to a list on Mailchimp

    • ServeManager logo
    • Mailchimp logo
    ServeManager + Mailchimp
  • Send New ServeManager Job Alerts To Employee Via Sakari Text Message

    • ServeManager logo
    • Filter by Zapier logo
    • Sakari SMS logo
    ServeManager + Filter by Zapier + Sakari SMS
  • Add new ServeManager jobs to Google Sheets as rows

    • ServeManager logo
    • Google Sheets logo
    ServeManager + Google Sheets
  • Get text messages for new ServeManager jobs

    • ServeManager logo
    • SMS by Zapier logo
    ServeManager + SMS by Zapier
  • Create Google Calendar events for new jobs on ServeManager

    • ServeManager logo
    • Google Calendar logo
    ServeManager + Google Calendar
  • Add new ServeManager companies to QuickBooks Online as customers

    Premium
    Details
    • ServeManager logo
    • QuickBooks Online logo
    ServeManager + QuickBooks Online
  • Add new ServeManager companies to a list on Mailchimp

    • ServeManager logo
    • Mailchimp logo
    ServeManager + Mailchimp
  • Send New ServeManager Job Alerts To Employee Via Sakari Text Message

    • ServeManager logo
    • Filter by Zapier logo
    • Sakari SMS logo
    ServeManager + Filter by Zapier + Sakari SMS
  • Add new ServeManager jobs to Google Sheets as rows

    • ServeManager logo
    • Google Sheets logo
    ServeManager + Google Sheets
  • Create Invoice in FreshBooks from ServeManager Invoice

    • ServeManager logo
    • FreshBooks logo
    ServeManager + FreshBooks
  • Create Wave customers from new ServeManager companies

    • ServeManager logo
    • Wave logo
    ServeManager + Wave
  • Text your client when a job is served in ServeManager

    • ServeManager logo
    • Twilio logo
    ServeManager + Twilio
  • Create ServeManager jobs from new Clio matters

    • Clio logo
    • ServeManager logo
    Clio + ServeManager
  • Create Sales Invoice in Xero from ServeManager Invoice

    Premium
    Details
    • ServeManager logo
    • Xero logo
    ServeManager + Xero
  • Share updates from ServeManager as funnel events to Facebook Conversions

    • ServeManager logo
    • Facebook Conversions logo
    ServeManager + Facebook Conversions
    • Create Invoice in FreshBooks from ServeManager Invoice

      • ServeManager logo
      • FreshBooks logo
      ServeManager + FreshBooks
    • Create Wave customers from new ServeManager companies

      • ServeManager logo
      • Wave logo
      ServeManager + Wave
    • Text your client when a job is served in ServeManager

      • ServeManager logo
      • Twilio logo
      ServeManager + Twilio
    • Create ServeManager jobs from new Clio matters

      • Clio logo
      • ServeManager logo
      Clio + ServeManager
    • Create Sales Invoice in Xero from ServeManager Invoice

      Premium
      Details
      • ServeManager logo
      • Xero logo
      ServeManager + Xero
    • Share updates from ServeManager as funnel events to Facebook Conversions

      • ServeManager logo
      • Facebook Conversions logo
      ServeManager + Facebook Conversions

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • ServeManager triggers, actions, and search
      Invoice Issued

      Triggers when an invoice is issued.

      Trigger
      Polling
      Try It
      • Number
      • Plaintiff
      • Defendant
      • Court Date
      • Filed Date
      Action
      Write
      • 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

    ServeManager Help & Support

    Common questions

    servemanager logo
    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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    App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

    Popular ServeManager Integrations