Connect Autopilot and ServeManager
Integrate Autopilot with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Autopilot when New Company in Servemanager
Add Client Address to Autopilot when New Company in Servemanager
Create Job in Autopilot when New Company in Servemanager
Create Invoice in Autopilot when New Company in Servemanager
Record Invoice Payment in Autopilot when New Company in Servemanager
Popular Autopilot + ServeManager flows
Start from a real workflow other teams are already running.
Choose a trigger
Autopilot
When this happens...
- Request a new Trigger for Autopilot
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
Create Client in Autopilot when New Company in Servemanager
Use this flowAdd Client Address to Autopilot when New Company in Servemanager
Use this flowCreate Job in Autopilot when New Company in Servemanager
Use this flowCreate Invoice in Autopilot when New Company in Servemanager
Use this flowRecord Invoice Payment in Autopilot when New Company in Servemanager
Use this flowCreate Estimate in Autopilot when New Company in Servemanager
Use this flowAdd Line Item to Autopilot when New Company in Servemanager
Use this flowCreate Client in Autopilot when New Job in Servemanager
Use this flowAdd Client Address to Autopilot when New Job in Servemanager
Use this flowCreate Job in Autopilot when New Job in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between Autopilot 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 Autopilot integrations.
Create Client
Create a client or lead with contact details, service address and tags.
Add Client Address
Add a service address to a client, optionally as the primary address.
Create Job
Create a job for a client with schedule, crew, line items and discount.
Create Invoice
Create an invoice for a client, optionally from a job, with line items and discount.
Record Invoice Payment
Record a manual payment, such as cash or check, on an invoice.
Create Estimate
Create an estimate for a client with line items, discount, visit schedule and technicians.
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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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 Autopilot
Autopilot is a CRM and field service management app for home service businesses: clients, jobs, scheduling, estimates, invoices and payments.
Learn moreSimilar apps
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 Autopilot 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 Autopilot 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 Autopilot triggers actions in ServeManager, and a separate workflow where ServeManager triggers actions in Autopilot. 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 Autopilot and ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Autopilot 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.
