Connect ServeManager and Aircall to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Job
New Notes
Choose an Action
Automatically do this!
Create a User
Update a User
Delete a User
Create a Contact
Check availability of a User
Retrieve a User
Start an outbound call
Update a Contact
Create a Team
Delete a Team
Add a User to a Team
Remove a User from a Team
Retrieve a Team
Delete a Contact
Create a Tag
Update a Tag
Delete a Tag
Retrieve a Tag
Add Phone Number to a Contact
Add Email to a Contact
Ready to use ServeManager and Aircall 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.
New Contact
Triggers when a new contact is created
Delete Contact
Triggers when a new team is deleted
Update Contact
Triggers when an existing contact is updated
Do thisActions
Action is the task that follows automatically within your ServeManager integrations.
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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Frequently Asked Questions
To start, connect both your ServeManager and Aircall accounts to viaSocket. Once connected, you can set up a workflow where an event in ServeManager triggers actions in Aircall (or vice versa).
Absolutely. You can customize how ServeManager data is recorded in Aircall. This includes choosing which data fields go into which fields of Aircall, setting up custom formats, and filtering out unwanted information.
The data sync between ServeManager and Aircall 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 ServeManager and Aircall. 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 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 MoreAbout Aircall
Aircall is a cloud-based call center and phone system software designed to help businesses manage and streamline their communication processes. It offers features such as call routing, call recording, and integration with various CRM and helpdesk tools, making it ideal for sales and support teams.
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