
When this happens...
New Student
New Professor
New Group
New Course
New Admin

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new student is created.
Triggers when you want to get all professors from the API.
Triggers when a new group is created.
Triggers when a user needs to get all courses from the API.
Triggers when you want to get all Admins in your school from the API.
Triggers when a new company is created.
Action is the task that follows automatically within your Edusign integrations.
Create a new classroom.
Create a new course.
Creates a Group
Creates a Professor
Creates a Student
Updates a Student.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Edusign and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Edusign triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Edusign 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 Edusign 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 Edusign 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.
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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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