Connect ServeManager and Google Sheets to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Job
New Notes
Choose an Action
Automatically do this!
Update Spreadsheet Row
List Sheet Rows
Delete Row
Add Row To Sheet
Lookup Spreadsheet Rows
Copy Subsheet
Add Multiple Rows
Create a SubSheet
Create Sheet Column
Get Sheet Rows
Create a Spreadsheet
Find Subsheet
Get Row Details
Create Spreadsheet From Template
List Spreadsheets
List Spreadsheet Tabs
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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.
New or Updated Spreadsheet Row
Runs when spreadsheet row is added or updated
New Spreadsheet
Runs when a new spreadsheet is created.
New Worksheet
Triggers when a new worksheet is created within the selected Spreadsheet.
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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Step by step guides to integrate ServeManager and Google Sheets
Frequently Asked Questions
To start, connect both your ServeManager and Google Sheets accounts to viaSocket. Once connected, you can set up a workflow where an event in ServeManager triggers actions in Google Sheets (or vice versa).
Absolutely. You can customize how ServeManager data is recorded in Google Sheets. This includes choosing which data fields go into which fields of Google Sheets, setting up custom formats, and filtering out unwanted information.
The data sync between ServeManager and Google Sheets 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 Google Sheets. 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.
Learn MoreAbout Google Sheets
Google Sheets is a cloud-based spreadsheet tool that lets users create, edit, and organize data online. It supports real-time collaboration, allowing multiple users to work on the same file simultaneously. It also includes tools for data analysis, charts, and easy sharing.
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