Connect ServeManager and EmailOctopus
Integrate ServeManager with EmailOctopus to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Campaign Summary in Emailoctopus when New Company in Servemanager
Get a Contact in Emailoctopus when New Company in Servemanager
Get All Tags in Emailoctopus when New Company in Servemanager
Get All Contacts in Emailoctopus when New Company in Servemanager
Get a List in Emailoctopus when New Company in Servemanager
Popular ServeManager + EmailOctopus 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
EmailOctopus
Automatically do this!
Get Campaign Summary
Get a Contact
Get All Tags
Get All Contacts
Get a List
Create List Field
Create Tag
Create A List
Add Or Update Contact In List
Update List
Update Tag
Update Contact
Delete List
Delete Tag
Add Tag to Contact
Add Contact to a List
Get Campaign Summary in Emailoctopus when New Company in Servemanager
Use this flowGet a Contact in Emailoctopus when New Company in Servemanager
Use this flowGet All Tags in Emailoctopus when New Company in Servemanager
Use this flowGet All Contacts in Emailoctopus when New Company in Servemanager
Use this flowGet a List in Emailoctopus when New Company in Servemanager
Use this flowCreate List Field in Emailoctopus when New Company in Servemanager
Use this flowCreate Tag in Emailoctopus when New Company in Servemanager
Use this flowCreate A List in Emailoctopus when New Company in Servemanager
Use this flowAdd Or Update Contact In List in EmailOctopus when New Company in Servemanager
Use this flowUpdate List in Emailoctopus when New Company in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between ServeManager and EmailOctopus.
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.
Contact Unsubscribes
Triggers when a contact unsubscribes
Contact Is Created
Runs when contact is created
Updated Contact
Triggers when a new contact 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 EmailOctopus
EmailOctopus is a cost-effective email marketing tool that helps businesses send email campaigns and automated emails. It integrates easily with existing workflows, supports custom HTML designs, and provides detailed campaign analytics.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServeManager and EmailOctopus 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 EmailOctopus 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 EmailOctopus. No coding required.
Yes. You can set up a workflow where ServeManager triggers actions in EmailOctopus, and a separate workflow where EmailOctopus 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 EmailOctopus. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServeManager and EmailOctopus integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
