Connect minimo and ServeManager to Build Intelligent Automations

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minimo

When this happens...

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ServeManager

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggers when a new company is created.

New Job

New Job

Triggers when new job is created.

New Notes

New Notes

Trigger when new notes is created.

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Do thisActions

Action is the task that follows automatically within your minimo integrations.

Create Contact

Create Contact

Add a new contact to Minimo using an email, with optional phone and first/last name.

Send Email

Send Email

Send a transactional email to a recipient using a selected template and optional custom fields.

List Account

List Account

List all available account information

List Employees

List Employees

Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.

List Courts

List Courts

Retrieve a list of all courts from your ServeManager account

List Notes

List Notes

Retrieve all notes from your ServeManager account

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Frequently Asked Questions

How do I start an integration between minimo and ServeManager?

To start, connect both your minimo and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in minimo triggers actions in ServeManager (or vice versa).

Can we customize how data from minimo is recorded in ServeManager?

Absolutely. You can customize how minimo 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.

How often does the data sync between minimo and ServeManager?

The data sync between minimo and ServeManager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from minimo to ServeManager?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between minimo and ServeManager?

Yes, you can set conditional logic to control the flow of data between minimo 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.

minimo

About minimo

Minimo is a versatile platform designed to streamline your digital experiences, offering tools for efficient project management and team collaboration. Enhance productivity with intuitive features tailored for modern workflows.

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ServeManager

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.

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