Connect ServeManager and Freshsales Suite
Integrate ServeManager with Freshsales Suite to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Account in Freshsalessuite when New Company in Servemanager
Create Deal in Freshsales Suite when New Company in Servemanager
Create Task in Freshsales Suite when New Company in Servemanager
Update Deal in Freshsales Suite when New Company in Servemanager
Add Note to Contact in Freshsales Suite when New Company in Servemanager
Popular ServeManager + Freshsales Suite 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
Freshsales Suite
Automatically do this!
Update Account
Create Deal
Create Task
Update Deal
Add Note to Contact
Find User
Create Note
List Contact
Find Account
Find Deal
Create Account
Create Or Update Contact
Create Contact
Update Contact
Update Account in Freshsalessuite when New Company in Servemanager
Use this flowCreate Deal in Freshsales Suite when New Company in Servemanager
Use this flowCreate Task in Freshsales Suite when New Company in Servemanager
Use this flowUpdate Deal in Freshsales Suite when New Company in Servemanager
Use this flowAdd Note to Contact in Freshsales Suite when New Company in Servemanager
Use this flowFind User in Freshsales Suite when New Company in Servemanager
Use this flowCreate Note in Freshsales Suite when New Company in Servemanager
Use this flowList Contact from Freshsales Suite when New Company in Servemanager
Use this flowFind Account in Freshsales Suite when New Company in Servemanager
Use this flowFind Deal in Freshsales Suite when New Company in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between ServeManager and Freshsales Suite.
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 Created
Runs when a contact is created in the selected view
Deal Updated
Runs when a deal is updated within the selected recent time frame.
New Deal Created
Runs when a new deal is created in Freshsales Suite.
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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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 Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServeManager and Freshsales Suite 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 Freshsales Suite 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 Freshsales Suite. No coding required.
Yes. You can set up a workflow where ServeManager triggers actions in Freshsales Suite, and a separate workflow where Freshsales Suite 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 Freshsales Suite. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServeManager and Freshsales Suite integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
