Connect Contextual AI and ServeManager
Integrate Contextual AI with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Datastore in Contextual AI when New Company in Servemanager
List Datastores in Contexualai when New Company in Servemanager
Get Datastore Metadata in Contexualai when New Company in Servemanager
Reset Datastore in Contexualai when New Company in Servemanager
Delete Datastore in Contextual AI when New Company in Servemanager
Popular Contextual AI + ServeManager flows
Start from a real workflow other teams are already running.
Choose a trigger
Contextual AI
When this happens...
- Request a new Trigger for Contextual 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
Create Datastore in Contextual AI when New Company in Servemanager
Use this flowList Datastores in Contexualai when New Company in Servemanager
Use this flowGet Datastore Metadata in Contexualai when New Company in Servemanager
Use this flowReset Datastore in Contexualai when New Company in Servemanager
Use this flowDelete Datastore in Contextual AI when New Company in Servemanager
Use this flowList Documents in Contexualai when New Company in Servemanager
Use this flowGet Document Metadata in Contexualai when New Company in Servemanager
Use this flowDelete Document from Contextual AI when New Company in Servemanager
Use this flowList Agents in Contexualai when New Company in Servemanager
Use this flowCreate Agent in Contexualai when New Company in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between Contextual 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 Contextual AI integrations.
Create Datastore
Create a new Datastore.
List Datastores
Retrieve a list of Datastores.
Get Datastore Metadata
Get the details of a given Datastore, including its name, create time, and the list of Agents which are currently configured to use the Datastore.
Reset Datastore
Reset the give Datastore. This operation is irreversible and it deletes all the documents associated with the datastore.
Delete Datastore
Delete a given Datastore, including all the documents ingested into it. This operation is irreversible.
List Documents
Get list of documents in a given Datastore, including document id, name, and ingestion job status.
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 Contextual AI
Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.
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 Contextual 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 Contextual 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 Contextual AI triggers actions in ServeManager, and a separate workflow where ServeManager triggers actions in Contextual 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 Contextual AI and ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Contextual 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.
