ServeManager + Teamleader Focus

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 Contact
Triggers when a new contact is added.
TriggerInstant
automatically do this!
Create Court Case
Creates a Court Case.
ActionWrite

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Supported triggers and actions

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 nameRequired
- 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
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
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 NameRequired
- Contact First NameRequired
- Contact Last Name
- Contact Phone
- Contact Email
- Contact Primary
Action
Write
- Type of UploadRequired
- Document TitleRequired
- URL of the FileRequired
- Filename (advanced)
- JobRequired
Action
Write
- JobRequired
- LabelRequired
- CommentsRequired
Action
Write
- Case Number
Action
Search
- Contact EmailRequired
- Company NameRequired
- Contact First NameRequired
- 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
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company nameRequired
- 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
- TitleRequired
- Summary
- Customer TypeRequired
- Customer IdRequired
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated Closing Date
- Custom Fields
Action
Write
- IdRequired
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
- EmailRequired
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.

Learn more