IntegrationsOrderspaceServeManager
Orderspace + ServeManager

Connect Orderspace and ServeManager to Build Intelligent Automations

Choose a Trigger

Orderspace

When this happens...

Choose an Action

ServeManager

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Triggers when a new customer is created.

New Dispatch

New Dispatch

Triggers when a new dispatch is created.

New Invoice

New Invoice

Triggers when a new invoice is created.

New Order

New Order

Triggers when a new order is created.

New Payment

New Payment

Triggers when a new payment is created.

New Product

New Product

Triggers when a new product is created.

Do thisActions

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

Create Customer

Create Customer

Creating a new customer

Create a Price List

Create a Price List

Create a new price list.

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 Orderspace and ServeManager?

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

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

Absolutely. You can customize how Orderspace 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 Orderspace and ServeManager?

The data sync between Orderspace 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 Orderspace 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 Orderspace and ServeManager?

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

Orderspace

About Orderspace

Orderspace is the easy way to take wholesale orders online

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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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