Connect Cast AI and ServeManager
Integrate Cast AI with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cast AI + ServeManager flows
Start from a real workflow other teams are already running.
Choose a trigger
Cast AI
When this happens...
- Request a new Trigger for Cast AI
Choose an action
ServeManager
Automatically do this!
List Account
List Employees
List Courts
List Notes
List Attempts
List Invoices
Create Company
Create Court Case
Create Job
Create Note
Find Company
Find Court Case
Find Job
Predict Model in Cast when New Company in Servemanager
Use this flowMark Organization in Cast when New Company in Servemanager
Use this flowPredict Model in Cast when New Job in Servemanager
Use this flowMark Organization in Cast when New Job in Servemanager
Use this flowPredict Model in Cast when New Notes in Servemanager
Use this flowMark Organization in Cast when New Notes in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between Cast AI and ServeManager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company is created.
New Job
Triggers when new job is created.
New Notes
Trigger when new notes is created.
Do thisActions
Action is the task that follows automatically within your Cast AI integrations.
Predict Model
Predict the best model based on the prompt.
Mark Organization
Mark the organization eligible for tial period.
List Account
List all available account information
List Employees
Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.
List Courts
Retrieve a list of all courts from your ServeManager account
List Notes
Retrieve all notes from your ServeManager account
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Cast AI
Cast AI is a platform that provides automated cloud optimization solutions, helping businesses manage and optimize their cloud resources efficiently. It leverages AI to reduce cloud costs, enhance performance, and ensure high availability of applications.
Learn more
About ServeManager
ServeManager is a comprehensive software solution designed for process servers to manage their business operations efficiently. It offers tools for job management, client communication, invoicing, and tracking, making it an essential platform for legal professionals and process serving companies.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cast AI and ServeManager accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cast AI and ServeManager as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ServeManager. No coding required.
Yes. You can set up a workflow where Cast AI triggers actions in ServeManager, and a separate workflow where ServeManager triggers actions in Cast AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cast AI and ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cast AI and ServeManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
