Connect Flowlu and ServeManager to Build Intelligent Automations

Choose a Trigger

Flowlu

When this happens...

Choose an Action

ServeManager

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task Created

New Task Created

Triggers when a new task is created.

New Company

New Company

Triggers when a new company is created.

New Job

New Job

Triggers when new job is created.

New Notes

New Notes

Trigger when new notes is created.

Request a new Trigger for Flowlu

Do thisActions

Action is the task that follows automatically within your Flowlu integrations.

Get all Tasks

Get all Tasks

Get all existing tasks

List  all Users

List all Users

List all existing users.

List  all Product Items

List all Product Items

List all product items.

List Products

List Products

List all an existing products.

List Commitments

List Commitments

List all an existing commitments.

List Invoice Items

List Invoice Items

List all an existing invoice items.

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Frequently Asked Questions

How do I start an integration between Flowlu and ServeManager?

To start, connect both your Flowlu and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Flowlu triggers actions in ServeManager (or vice versa).

Can we customize how data from Flowlu is recorded in ServeManager?

Absolutely. You can customize how Flowlu 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.

How often does the data sync between Flowlu and ServeManager?

The data sync between Flowlu and ServeManager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Flowlu to ServeManager?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Flowlu and ServeManager?

Yes, you can set conditional logic to control the flow of data between Flowlu 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.

Flowlu

About Flowlu

Flowlu is a comprehensive business management software that offers a suite of tools for project management, CRM, invoicing, and team collaboration. It is designed to streamline business processes and enhance productivity.

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ServeManager

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 More