Connect Frill and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea Created
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 Frill and ServeManager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea Created
Runs when a new idea is created.
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 Frill integrations.
Create Idea
Create a new idea on Frill, assign an author, add categories, and optionally mark it as a bug.
Update Idea
Updates an existing idea in Frill with new title, description, category, status, and display options.
Find Idea
Finds an idea by its ID or slug.
Add Follower
Creates a new follower in Frill, for example an author or a user.
List All Ideas
Fetches all ideas from your Frill account and returns them in a single list.
List Followers
Gets all followers from your Frill account so you can use them in your workflow.
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Frequently Asked Questions
To start, connect both your Frill and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Frill triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Frill 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 Frill 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 Frill 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 Frill
Frill lets you collect customer feedback, communicate a public roadmap and announce new features.
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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