ServeManager Integrations

Name: Zapier
Availability: InStock

Put ServeManager to work with AI and enterprise-grade automation

Automate smarter with ServeManager and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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No-code AI automation
Full audit trails and controls
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Easy visual workflow builder
8,000+ apps, 450+ AI tools
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Or pick an app to pair with

Formstack

Forms & Surveys

Cognito Forms

Forms & Surveys

Twilio

Phone & SMS

Mailchimp

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

QuickBooks Online

Accounting

Dropbox

File Management & Storage

Wave

Accounting

FreshBooks

Accounting

Formstack

Forms & Surveys

Cognito Forms

Forms & Surveys

Twilio

Phone & SMS

Mailchimp

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

QuickBooks Online

Accounting

Formstack

Forms & Surveys

Cognito Forms

Forms & Surveys

Twilio

Phone & SMS

Mailchimp

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

QuickBooks Online

Accounting

Dropbox

File Management & Storage

Wave

Accounting

FreshBooks

Accounting

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Get text messages for new ServeManager jobs
Details
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ServeManager + SMS by Zapier
Create Google Calendar events for new jobs on ServeManager
Details
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ServeManager + Google Calendar
Add new ServeManager companies to QuickBooks Online as customers
Premium
Details
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ServeManager + QuickBooks Online
Add new ServeManager companies to a list on Mailchimp
Details
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ServeManager + Mailchimp
Send New ServeManager Job Alerts To Employee Via Sakari Text Message
Details
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ServeManager + Filter by Zapier + Sakari SMS
Add new ServeManager jobs to Google Sheets as rows
Details
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ServeManager + Google Sheets

Get text messages for new ServeManager jobs

Details

Try it

ServeManager + SMS by Zapier

Create Google Calendar events for new jobs on ServeManager

Details

Try it

ServeManager + Google Calendar

Add new ServeManager companies to QuickBooks Online as customers

Details

Try it

ServeManager + QuickBooks Online

Add new ServeManager companies to a list on Mailchimp

Details

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ServeManager + Mailchimp

Send New ServeManager Job Alerts To Employee Via Sakari Text Message

Details

Try it

ServeManager + Filter by Zapier + Sakari SMS

Add new ServeManager jobs to Google Sheets as rows

Details

Try it

ServeManager + Google Sheets

Create Invoice in FreshBooks from ServeManager Invoice

Details

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ServeManager + FreshBooks

Create Wave customers from new ServeManager companies

Details

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ServeManager + Wave

Text your client when a job is served in ServeManager

Details

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ServeManager + Twilio

Create ServeManager jobs from new Clio matters

Details

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Clio + ServeManager

Create Sales Invoice in Xero from ServeManager Invoice

Details

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ServeManager + Xero

Share updates from ServeManager as funnel events to Facebook Conversions

Details

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ServeManager + Facebook Conversions

Create Invoice in FreshBooks from ServeManager Invoice
Details
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ServeManager + FreshBooks
Create Wave customers from new ServeManager companies
Details
Try it
ServeManager + Wave
Text your client when a job is served in ServeManager
Details
Try it
ServeManager + Twilio
Create ServeManager jobs from new Clio matters
Details
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Clio + ServeManager
Create Sales Invoice in Xero from ServeManager Invoice
Premium
Details
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ServeManager + Xero
Share updates from ServeManager as funnel events to Facebook Conversions
Details
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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.

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

- Email
  Required
Action
Search
- Job Number
- Match All, Active, or Archived?
Action
Search

- Case Number
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
Action
Search or write

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 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
- Job
  Required
- Label
  Required
- Comments
  Required
Action
Write
- Case Number
Action
Search
- Contact Email
  Required
- Company Name
  Required
- Contact First Name
  Required
- 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

ServeManager Help & Support

Common questions

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

ServeManager Integrations

Put ServeManager to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Get text messages for new ServeManager jobs

Create Google Calendar events for new jobs on ServeManager

Add new ServeManager companies to QuickBooks Online as customers

Add new ServeManager companies to a list on Mailchimp

Send New ServeManager Job Alerts To Employee Via Sakari Text Message

Add new ServeManager jobs to Google Sheets as rows

Get text messages for new ServeManager jobs

Create Google Calendar events for new jobs on ServeManager

Add new ServeManager companies to QuickBooks Online as customers

Add new ServeManager companies to a list on Mailchimp

Send New ServeManager Job Alerts To Employee Via Sakari Text Message

Add new ServeManager jobs to Google Sheets as rows

Create Invoice in FreshBooks from ServeManager Invoice

Create Wave customers from new ServeManager companies

Text your client when a job is served in ServeManager

Create ServeManager jobs from new Clio matters

Create Sales Invoice in Xero from ServeManager Invoice

Share updates from ServeManager as funnel events to Facebook Conversions

Create Invoice in FreshBooks from ServeManager Invoice

Create Wave customers from new ServeManager companies

Text your client when a job is served in ServeManager

Create ServeManager jobs from new Clio matters

Create Sales Invoice in Xero from ServeManager Invoice

Share updates from ServeManager as funnel events to Facebook Conversions

Supported triggers and actions