Connect greminders and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
Reminder Sent
testdemo
get user
get calanders
get teams
routing forms
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 greminders and ServeManager automations
Explore more automations built by businesses and experts
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Reminder Sent
Triggered when a reminder is successfully sent to a contact.
testdemo
get user
get calanders
get teams
routing forms
Do thisActions
Action is the task that follows automatically within your greminders integrations.
update user data
delete team user
Get Reminders
Retrieve scheduled reminders and appointments from GReminders.
List Account
List all available account information
List Employees
Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.
List Courts
Retrieve a list of all courts from your ServeManager account
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Frequently Asked Questions
To start, connect both your greminders and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in greminders triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how greminders 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 greminders 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 greminders 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 greminders
GReminders is a powerful tool designed to streamline scheduling and appointment management. It integrates seamlessly with your calendar to send automated reminders to clients, reducing no-shows and improving overall efficiency. Ideal for businesses and professionals who rely on appointments, GReminders ensures that both you and your clients are always on the same page.
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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