Connect Concord CLM and ServeManager
Integrate Concord CLM with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Account from ServeManager when When a new contract agreement is created in Concord CLM
List Employees from ServeManager when When a new contract agreement is created in Concord CLM
List Courts from ServeManager when When a new contract agreement is created in Concord CLM
List Notes from ServeManager when When a new contract agreement is created in Concord CLM
List Attempts from ServeManager when When a new contract agreement is created in Concord CLM
Popular Concord CLM + ServeManager flows
Start from a real workflow other teams are already running.
Choose a trigger
Concord CLM
When this happens...
When a new contract agreement is created
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 Account from ServeManager when When a new contract agreement is created in Concord CLM
Use this flowList Employees from ServeManager when When a new contract agreement is created in Concord CLM
Use this flowList Courts from ServeManager when When a new contract agreement is created in Concord CLM
Use this flowList Notes from ServeManager when When a new contract agreement is created in Concord CLM
Use this flowList Attempts from ServeManager when When a new contract agreement is created in Concord CLM
Use this flowList Invoices from ServeManager when When a new contract agreement is created in Concord CLM
Use this flowCreate Company in Servemanager when When a new contract agreement is created in Concord CLM
Use this flowCreate Court Case in Servemanager when When a new contract agreement is created in Concord CLM
Use this flowCreate Job in Servemanager when When a new contract agreement is created in Concord CLM
Use this flowCreate Note in Servemanager when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and ServeManager.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contract agreement is created
Runs the workflow automatically when a new contract agreement is created in Concord.
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 Concord CLM integrations.
Create Organization
Create a new organization. Optionally set a description, parent organization, job title, and send invitation emails with a custom title or message.
Create Executed Document
Create an executed (signed and finalized) document by template or without template in the organization.
List Organizations
Retrieve all organizations or a specific organization from your account. Supports name filtering and selecting specific fields.
List Organization Folders
Get folders in an organization. Optionally filter to top-level, bookmarked, or name-matching folders, and choose whether to flatten nested folders.
Find Agreements
Search an organization's agreements using statuses, advanced filters, and pagination.
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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About Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
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 Concord CLM 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 Concord CLM 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 Concord CLM triggers actions in ServeManager, and a separate workflow where ServeManager triggers actions in Concord CLM . 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 Concord CLM and ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM 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.
