Connect Cognito Forms and ServeManager
Integrate Cognito Forms with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List forms in Cognito Forms when New Company in Servemanager
Create form entry in Cognito Forms when New Company in Servemanager
Delete entry from Cognito Forms when New Company in Servemanager
Get Document from Cognito Forms when New Company in Servemanager
Get form entry from Cognito Forms when New Company in Servemanager
Popular Cognito Forms + ServeManager flows
Start from a real workflow other teams are already running.
Choose a trigger
Cognito Forms
When this happens...
- Request a new Trigger for Cognito Forms
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
List forms in Cognito Forms when New Company in Servemanager
Use this flowCreate form entry in Cognito Forms when New Company in Servemanager
Use this flowDelete entry from Cognito Forms when New Company in Servemanager
Use this flowGet Document from Cognito Forms when New Company in Servemanager
Use this flowGet form entry from Cognito Forms when New Company in Servemanager
Use this flowList forms in Cognito Forms when New Job in Servemanager
Use this flowCreate form entry in Cognito Forms when New Job in Servemanager
Use this flowDelete entry from Cognito Forms when New Job in Servemanager
Use this flowGet Document from Cognito Forms when New Job in Servemanager
Use this flowGet form entry from Cognito Forms when New Job in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between Cognito Forms 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 Cognito Forms integrations.
List forms
Get a list of all forms in your Cognito Forms account.
Create form entry
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete entry
Delete an entry from Cognito Forms.
Get Document
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Get form entry
Retrieve a single entry from a Cognito form to view its submitted responses.
List Account
List all available account information
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 Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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 Cognito Forms 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 Cognito Forms 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 Cognito Forms triggers actions in ServeManager, and a separate workflow where ServeManager triggers actions in Cognito Forms. 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 Cognito Forms and ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cognito Forms 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.
