
When this happens...
New Company
New Job
New Notes
Automatically do this!
Enable Integrations or automations with these events of ServeManager and Contact Us Dot Com
Triggers when a new company is created.
Triggers when new job is created.
Trigger when new notes is created.
List all available account information
Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.
Retrieve a list of all courts from your ServeManager account
Retrieve all notes from your ServeManager account
Retrieve a list of all service attempts in your ServeManager account
Retrieve a list of all invoices from your ServeManager account
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ServeManager and Contact Us Dot Com accounts to viaSocket. Once connected, you can set up a workflow where an event in ServeManager triggers actions in Contact Us Dot Com (or vice versa).
Absolutely. You can customize how ServeManager data is recorded in Contact Us Dot Com. This includes choosing which data fields go into which fields of Contact Us Dot Com, setting up custom formats, and filtering out unwanted information.
The data sync between ServeManager and Contact Us Dot Com 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 Contact Us Dot Com. 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.
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 MoreContactUs.com increases the amount of website visitors that become contacts by using behavioral triggers, helps you start the conversation with those visitors with a basic CRM, tells you where your leads come from and what they do in your website.
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