Connect Harvestr and ServeManager
Integrate Harvestr with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Message in Harvestr when New Company in Servemanager
Create Company in Harvestr when New Company in Servemanager
Search Discoveries in Harvestr when New Company in Servemanager
List Company Attributes from Harvestr when New Company in Servemanager
List User Attributes from Harvestr when New Company in Servemanager
Popular Harvestr + ServeManager flows
Start from a real workflow other teams are already running.
Choose a trigger
Harvestr
When this happens...
New User Is Created
Company Is Created
New Discovery Created
New Message Created
New Submitter
Choose an action
ServeManager
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
Create Message in Harvestr when New Company in Servemanager
Use this flowCreate Company in Harvestr when New Company in Servemanager
Use this flowSearch Discoveries in Harvestr when New Company in Servemanager
Use this flowList Company Attributes from Harvestr when New Company in Servemanager
Use this flowList User Attributes from Harvestr when New Company in Servemanager
Use this flowCreate New User in Harvestr when New Company in Servemanager
Use this flowUpdate User in Harvestr when New Company in Servemanager
Use this flowUpdate Company in Harvestr when New Company in Servemanager
Use this flowCreate Message in Harvestr when New Job in Servemanager
Use this flowCreate Company in Harvestr when New Job in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between Harvestr and ServeManager.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
New Company
Triggers when a new company is created.
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
List Company Attributes
Show all company attributes
List User Attributes
Show all user attributes
Create New User
Add a new user
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn moreSimilar apps
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvestr and ServeManager accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Harvestr and ServeManager as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ServeManager. No coding required.
Yes. You can set up a workflow where Harvestr triggers actions in ServeManager, and a separate workflow where ServeManager triggers actions in Harvestr. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Harvestr and ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvestr and ServeManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
