Connect Neeto Form and ServeManager to Build Intelligent Automations
Ready to use Neeto Form and ServeManager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission
Triggers when new submission is for the form.
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 Neeto Form integrations.
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
List Notes
Retrieve all notes from your ServeManager account
List Attempts
Retrieve a list of all service attempts in your ServeManager account
List Invoices
Retrieve a list of all invoices from your ServeManager account
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Frequently Asked Questions
To start, connect both your Neeto Form and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Neeto Form triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Neeto Form 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 Neeto Form 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 Neeto Form 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 Neeto Form
neetoForm makes it easy to build forms without knowing any fancy coding stuff. You can use neetoForm to create surveys, registrations, feedback forms, etc.
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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