Connect ServeManager and Attio
Integrate ServeManager with Attio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ServeManager + Attio flows
Start from a real workflow other teams are already running.
Choose a trigger
ServeManager
When this happens...
New Company
New Job
New Notes
Choose an action
Attio
Automatically do this!
Create List Entry
Add Note to Record
Update Record
Update List Entry
Create Task
Delete Entry From List
Create Record
List All Objects
List Lists
List Workspace Members
List All Tasks
Create Or Update Record
List Records
Get Entries From a List
Create List Entry in Attio when New Company in Servemanager
Use this flowAdd Note to Record in Attio when New Company in Servemanager
Use this flowUpdate Record in Attio when New Company in Servemanager
Use this flowCreate Task in Attio when New Company in Servemanager
Use this flowCreate Record in Attio when New Company in Servemanager
Use this flowCreate Or Update Record in Attio when New Company in Servemanager
Use this flowList Records from Attio when New Company in Servemanager
Use this flowCreate List Entry in Attio when New Job in Servemanager
Use this flowAdd Note to Record in Attio when New Job in Servemanager
Use this flowUpdate Record in Attio when New Job in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between ServeManager and Attio.
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 Task Created
Runs when new task is created
When a record is created
Runs the workflow automatically whenever a new record—such as a company, person, or deal—is created in Attio.
Record Updated
Runs when record 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
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 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 Attio
Attio is a modern CRM platform designed to help businesses manage their customer relationships more effectively. It offers a range of features including contact management, collaboration tools, and data analytics to streamline communication and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServeManager and Attio 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 ServeManager and Attio 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 Attio. No coding required.
Yes. You can set up a workflow where ServeManager triggers actions in Attio, and a separate workflow where Attio triggers actions in ServeManager. 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 ServeManager and Attio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServeManager and Attio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
