Connect ServeManager and Daftra
Integrate ServeManager with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ServeManager + Daftra 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
Daftra
Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Update Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
List All Invoices
List All Clients
List All Products
List All Staff
Update Invoice in Daftra when New Company in Servemanager
Use this flowDelete Supplier in Daftra when New Company in Servemanager
Use this flowRecord Invoice Payment in Daftra when New Company in Servemanager
Use this flowDelete Estimate in Daftra when New Company in Servemanager
Use this flowAdd Expense to Daftra when New Company in Servemanager
Use this flowDelete Invoice in Daftra when New Company in Servemanager
Use this flowDelete Invoice Payment in Daftra when New Company in Servemanager
Use this flowUpdate Product in Daftra when New Company in Servemanager
Use this flowAdd Supplier to Daftra when New Company in Servemanager
Use this flowDelete Client from Daftra when New Company in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between ServeManager and Daftra.
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 Invoice Created
Runs when a new invoice is created in Daftra
New Product Added
Runs when a new product is added to your Daftra account.
Product Updated
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
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 Daftra
Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServeManager and Daftra 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 Daftra 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 Daftra. No coding required.
Yes. You can set up a workflow where ServeManager triggers actions in Daftra, and a separate workflow where Daftra 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 Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServeManager and Daftra integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
