Connect Savio and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Company Created
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 Savio and ServeManager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Alert when a contact is added
New Company Created
Runs when new company created
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 Savio integrations.
Create Product Feedback
Add product feedback
List All Companies
Show all customer companies
List All Contacts
See all customer contacts
Save Contact
Add or update a contact
Add Or Update Company
Create or update a company
List Customer Feature Requests
Show customer feature requests
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Frequently Asked Questions
To start, connect both your Savio and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Savio triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Savio 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 Savio 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 Savio 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 Savio
Savio is a powerful tool designed to streamline customer feedback management, helping businesses gather, organize, and prioritize feedback to enhance product development and customer satisfaction.
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.
Learn More
