Connect Recall.ai and ServeManager
Integrate Recall.ai with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Account from ServeManager when New Recording Becomes Ready in Recall.ai
List Employees from ServeManager when New Recording Becomes Ready in Recall.ai
List Courts from ServeManager when New Recording Becomes Ready in Recall.ai
List Notes from ServeManager when New Recording Becomes Ready in Recall.ai
List Attempts from ServeManager when New Recording Becomes Ready in Recall.ai
Popular Recall.ai + ServeManager flows
Start from a real workflow other teams are already running.
Choose a trigger
Recall.ai
When this happens...
New Recording Becomes Ready
New Transcript Completed
New Webhook Event
Choose an action
ServeManager
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
List Account from ServeManager when New Recording Becomes Ready in Recall.ai
Use this flowList Employees from ServeManager when New Recording Becomes Ready in Recall.ai
Use this flowList Courts from ServeManager when New Recording Becomes Ready in Recall.ai
Use this flowList Notes from ServeManager when New Recording Becomes Ready in Recall.ai
Use this flowList Attempts from ServeManager when New Recording Becomes Ready in Recall.ai
Use this flowList Invoices from ServeManager when New Recording Becomes Ready in Recall.ai
Use this flowCreate Company in Servemanager when New Recording Becomes Ready in Recall.ai
Use this flowCreate Court Case in Servemanager when New Recording Becomes Ready in Recall.ai
Use this flowCreate Job in Servemanager when New Recording Becomes Ready in Recall.ai
Use this flowCreate Note in Servemanager when New Recording Becomes Ready in Recall.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Recall.ai and ServeManager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Recording Becomes Ready
Runs when a recording becomes ready and its media is available; you can set the lookback window (minutes).
New Transcript Completed
Runs when a transcript finishes processing.
New Webhook Event
Runs when Recall.ai sends a bot, recording or transcript status event to your webhook.
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 Recall.ai integrations.
Get Bot
Get a bot with its status history, recordings and download links.
List Bots
List bots filtered by status, platform, meeting link or join time.
Update Scheduled Bot
Change the name, join time, meeting link or settings of a bot that has not joined yet.
Send Bot to Meeting
Send a bot to a Zoom, Google Meet, Teams or Webex meeting now or at a set time to record and transcribe it.
Delete Scheduled Bot
Delete a scheduled bot that has not joined its meeting yet.
Send Chat Message
Send a chat message from a bot into its meeting.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Recall.ai
Recall.ai provides developer APIs for recording, transcribing, and analyzing meetings across Zoom, Google Meet, Microsoft Teams, Webex and more. Send meeting bots, get recordings and transcripts, and schedule bots from connected calendars.
Learn more
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.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Recall.ai and ServeManager accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Recall.ai and ServeManager as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ServeManager. No coding required.
Yes. You can set up a workflow where Recall.ai triggers actions in ServeManager, and a separate workflow where ServeManager triggers actions in Recall.ai. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Recall.ai and ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Recall.ai and ServeManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
