Connect ServeManager and Cloze
Integrate ServeManager with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ServeManager + Cloze 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
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Delete Company in Cloze when New Company in Servemanager
Use this flowCreate ToDo in Cloze when New Company in Servemanager
Use this flowAdd a Communication Record in Cloze when New Company in Servemanager
Use this flowCreate a Person in Cloze when New Company in Servemanager
Use this flowCreate a Project in Cloze when New Company in Servemanager
Use this flowCreate Timeline Event in Cloze when New Company in Servemanager
Use this flowCreate a Note in Cloze when New Company in Servemanager
Use this flowList all Project from Cloze when New Company in Servemanager
Use this flowList People from Cloze when New Company in Servemanager
Use this flowList Companies from Cloze when New Company in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between ServeManager and Cloze.
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.
Person Change
Triggers when a person is changed.
Company Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Project Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
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 Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServeManager and Cloze 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 Cloze 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 Cloze. No coding required.
Yes. You can set up a workflow where ServeManager triggers actions in Cloze, and a separate workflow where Cloze 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 Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServeManager and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
