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Trigger whenever any new client is created.
Triggers when a new company is created.
Triggers when new job is created.
Trigger when new notes is created.
Creates a new client.
Create a new company.
Create a new message channel.
Creates a link in a specified files channel.
Creates a new folder.
Creates a file in a specified files channel.
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn MoreServeManager 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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