Integrations freshcaller ServeManager
freshcaller + ServeManager

Connect freshcaller and ServeManager to Build Intelligent Automations

Choose a Trigger

freshcaller

When this happens...

Choose an Action

ServeManager

Automatically do this!

Enable Integrations or automations with these events of freshcaller and ServeManager

Enable Integrations or automations with these events of freshcaller and ServeManager

Triggers

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 freshcaller

Actions

List Account

List Account

List all available account information

List Employees

List Employees

Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.

List Courts

List Courts

Retrieve a list of all courts from your ServeManager account

List Notes

List Notes

Retrieve all notes from your ServeManager account

List Attempts

List Attempts

Retrieve a list of all service attempts in your ServeManager account

List Invoices

List Invoices

Retrieve a list of all invoices from your ServeManager account

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Frequently Asked Questions

How do I start an integration between freshcaller and ServeManager?

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

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

Absolutely. You can customize how freshcaller 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 freshcaller and ServeManager?

The data sync between freshcaller 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 freshcaller 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 freshcaller and ServeManager?

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

freshcaller

About freshcaller

Freshcaller is a cloud-based phone system for businesses of all sizes.

Learn More
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