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ServeManager + Elasticsearch

Connect ServeManager and Elasticsearch to Build Intelligent Automations

Choose a Trigger

When this happens...

New Company
New Job
New Notes

Choose an Action

Automatically do this!

Create Document
Create Document ( without selecting index)
Bulk Add Documents to an index
Delete Index
Create Index
Search (Fuzzy search)
Update Document
Bulk update documents
Bulk delete documents
Bulk Add Documents With Document Id

Ready to use ServeManager and Elasticsearch automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

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.

Request a new Trigger for ServeManager

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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Know More About Servemanager and Elasticsearch Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between ServeManager and Elasticsearch?

To start, connect both your ServeManager and Elasticsearch accounts to viaSocket. Once connected, you can set up a workflow where an event in ServeManager triggers actions in Elasticsearch (or vice versa).

Can we customize how data from ServeManager is recorded in Elasticsearch?

Absolutely. You can customize how ServeManager data is recorded in Elasticsearch. This includes choosing which data fields go into which fields of Elasticsearch, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ServeManager and Elasticsearch?

The data sync between ServeManager and Elasticsearch typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ServeManager to Elasticsearch?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ServeManager and Elasticsearch?

Yes, you can set conditional logic to control the flow of data between ServeManager and Elasticsearch. 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.

Proposal & Invoice Management CRM (Customer Relationship Management)

Learn More

About Elasticsearch

Elasticsearch is a powerful, open-source search and analytics engine built on Apache Lucene. It is designed for horizontal scalability, real-time search, and support for multi-tenant environments.

Learn More

Workflows

MCP

Embed

Partners

Connect ServeManager and Elasticsearch to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use ServeManager and Elasticsearch automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers