Connect Rows and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Rows
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 Rows and ServeManager automations
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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 Rows integrations.
Add Row
Add a new row to the selected table using the values you provide.
Create table
Create a new table with the given name on the chosen page of your spreadsheet.
Delete table
Deletes the selected table from the chosen spreadsheet.
Rename Table
Renames a table in the chosen spreadsheet to the new name you provide.
Create Spreadsheet Page
Adds a new page (tab) to the selected spreadsheet using the name you provide.
Delete Spreadsheet Page
Remove a page (tab) from the chosen spreadsheet so it no longer appears.
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Frequently Asked Questions
To start, connect both your Rows and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Rows triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Rows 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 Rows 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 Rows 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 Rows
Rows is a powerful online spreadsheet tool designed to enhance productivity and collaboration. It offers advanced features for data analysis, automation, and integration with various apps and services.
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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