Connect Landbot and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Landbot
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 Landbot and ServeManager automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Landbot integrations.
Get a Channel
Get an existing channel by its channel ID
List Channels
List all existing channels
Delete a Channel
Delete an existing Channel by its channel ID
List Customers
List all existing Customers
Get a Customer
Get an existing Customer by Customer ID
Delete a Customer
Delete an existing Customer by Customer Id
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Frequently Asked Questions
To start, connect both your Landbot and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Landbot triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Landbot 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 Landbot 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 Landbot 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 Landbot
Landbot is a no-code chatbot platform that enables users to create conversational chatbots designed to improve customer engagement and collect valuable user insights. It allows the deployment of chatbots on websites, WhatsApp, or Facebook Messenger without any coding knowledge.
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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