ServeManager Integrations
Put ServeManager to work with AI and enterprise-grade automation
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QuickBooks Online
Accounting
Gravity Forms
Forms & Surveys, WordPress
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Marketing Automation
Google Calendar
Calendar, Google
FreshBooks
Accounting
Formstack
Forms & Surveys
QuickBooks Online
Accounting
Gravity Forms
Forms & Surveys, WordPress
Mailchimp
Marketing Automation
Google Calendar
Calendar, Google
FreshBooks
Accounting
Jotform
Forms & Surveys
Dropbox
File Management & Storage
Clio
CRM (Customer Relationship Management)
Join millions worldwide who automate their work using Zapier
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.
- Invoice Issued
Triggers when an invoice is issued.
Try ItTriggerPolling - New Attempt
Triggers when a new attempt is logged.
Try ItTriggerPolling - New Job
Triggers when new job is created.
Try ItTriggerPolling - Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
ActionWrite
- New Affidavit
Triggers when a new affidavit document is created.
Try ItTriggerPolling - New Company
Triggers when a new company is created.
Try ItTriggerPolling - Company NameRequired
- Contact First NameRequired
- Contact Last Name
- Contact Phone
- Contact Email
- Contact Primary
ActionWrite- Type of UploadRequired
- Document TitleRequired
- URL of the FileRequired
- Filename (advanced)
- JobRequired
ActionWrite
For builders
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Go beyond Zap workflows. Install Zapier in your AI to call ServeManager actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
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Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose ServeManager actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a ServeManager connection @ https://zapier.com/ja/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "servemanager", owner: "me" });
await zapier.runAction({
app: 'servemanager',
action: 'company_create',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
ServeManager Help & Support
Common questions
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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