Connect retriever and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for retriever
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
Enable Integrations or automations with these events of retriever and ServeManager
Enable Integrations or automations with these events of retriever and ServeManager
Triggers
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.
Actions
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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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your retriever and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in retriever triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how retriever 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 retriever 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 retriever 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 retriever
Retriever facilitates laptop and monitor returns for companies with remote employees.
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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