New App: Serve Documents for Legal Clients with ServeManager

Carlin Sack
Carlin Sack / March 16, 2017

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

  1. Sign up for a ServeManager account, and make sure you have a Zapier account

  2. Try some pre-made ServeManager integrations and learn more about how ServeManager works with Zapier

  3. Check out our ServeManager help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with ServeManager and Zapier