Connect Coupontools and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Coupon Claim
New Coupon Validation
New Directory Registration
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 Coupontools and ServeManager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Coupon Claim
Triggers when a coupon has a new claim
New Coupon Validation
Triggers when a coupon has a new validation
New Directory Registration
Triggers when a new user appears in a directory
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 Coupontools integrations.
Send Coupon by Email
Send a coupon by email
Create Subaccount
Creates a new subaccount
Create Directory User
Creates a new user for a directory
Create a Single Use Session for a coupon
Create a single-use URL for a coupon.
Change Status Directory User
(un)block user to (dis)allow Access to directory
Send Coupon by SMS
Sends a coupon via sms
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Frequently Asked Questions
To start, connect both your Coupontools and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Coupontools triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Coupontools 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 Coupontools 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 Coupontools 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 Coupontools
Coupontools is a powerful platform designed to create, distribute, and track digital coupons and vouchers. It offers businesses an efficient way to engage customers, boost sales, and enhance marketing campaigns through customizable and interactive coupon solutions.
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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