Connect PostHog and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for PostHog
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 PostHog 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 PostHog integrations.
Capture Event
Record a user event in PostHog using a distinct user ID and optional properties.
List all User
List all user
List all Organizations
List all organizations
List all Project
List all project
List all Members
List all members
Create Project
Create a project in PostHog
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Frequently Asked Questions
To start, connect both your PostHog and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in PostHog triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how PostHog 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 PostHog 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 PostHog 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 PostHog
PostHog is an open-source product analytics platform that provides businesses with the tools to understand user behavior and improve their products. It offers features such as event tracking, session recording, and feature flags, enabling teams to make data-driven decisions and enhance user experiences.
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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