ServeManager + Wave
Create Wave customers from new ServeManager companies
Effortlessly manage your growing clientele with this seamless automation between ServeManager and Wave. Whenever you add a new company in ServeManager, this workflow will instantly create a customer in the Wave app. Save time, eliminate manual data entry, and stay organized with this efficient integration that keeps your customer information up to date across both platforms.
Effortlessly manage your growing clientele with this seamless automation between ServeManager and Wave. Whenever you add a new company in ServeManager, this workflow will instantly create a customer in the Wave app. Save time, eliminate manual data entry, and stay organized with this efficient integration that keeps your customer information up to date across both platforms.
- When this happens...New Company
Triggers when a new company is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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- 14 day trial for premium features & apps
Invoice Issued
Triggers when an invoice is issued.
Try ItNew Attempt
Triggers when a new attempt is logged.
Try ItNew Job
Triggers when new job is created.
Try ItNumber
Plaintiff
Defendant
Court Date
Filed Date
New Affidavit
Triggers when a new affidavit document is created.
Try ItNew Company
Triggers when a new company is created.
Try ItCompany NameRequired
Contact First NameRequired
Contact Last Name
Contact Phone
Contact Email
Contact Primary
Type of UploadRequired
Document TitleRequired
URL of the FileRequired
Filename (advanced)
JobRequired
