Connect Billsby and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Billsby
Choose an Action
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
Ready to use Billsby and ServeManager automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
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 Billsby integrations.
Update Customer
Updates an existing customer's details in Billsby.
Create a one-time charge
Charges the customer one-time fees of adjustable amount.
List Custom Fields
List all the custom fields you have configured in your company.
Find Customer
Finds the details of a customer when given their Customer ID.
Delete a Customer
Delete a customer.
Add Feature Tags
Adds feature tags to the provided subscriptionIds
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Frequently Asked Questions
To start, connect both your Billsby and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Billsby triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Billsby data is recorded in ServeManager. This includes choosing which data fields go into which fields of ServeManager, setting up custom formats, and filtering out unwanted information.
The data sync between Billsby and ServeManager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Billsby and ServeManager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Billsby
Billsby is a comprehensive subscription billing platform designed to simplify and automate the billing process for businesses. It offers features such as customizable billing cycles, detailed analytics, and seamless integration with various payment gateways.
Learn MoreAbout 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.
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