Integrate hello embed with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
hello embed
When this happens...
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
Everything you can automate between hello embed and ServeManager.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created.
Triggers when new job is created.
Trigger when new notes is created.
Action is the task that follows automatically within your hello embed integrations.
Updates the settings, content, or appearance of an existing embed.
List all available account information
Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.
Retrieve a list of all courts from your ServeManager account
Retrieve all notes from your ServeManager account
Retrieve a list of all service attempts in your ServeManager account

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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Test IO is a next‑gen QA and crowdtesting platform that blends real human testers with AI to help teams ship flawless digital product experiences at scale. Backed by EPAM, Test IO provides on‑demand, customizable testing programs across web, mobile, and connected devices, including exploratory, functional, and regression testing; real payments verification; accessibility and localization reviews; human experience/UX evaluations; user story validation; and test automation enablement. With a global community of professional testers and AI‑assisted workflows, Test IO accelerates releases, uncovers real‑world bugs fast, and ensures high‑quality outcomes in production‑like conditions.
Learn moreServeManager 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 moreSign up for a free viaSocket account, then authorize both your hello embed 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 hello embed 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 hello embed triggers actions in ServeManager, and a separate workflow where ServeManager triggers actions in hello embed. 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 hello embed and ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire hello embed 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.