Connect ServeManager and Instantly
Integrate ServeManager with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Account from ServeManager when New Lead in Campaign in Instantly.ai
List Employees from ServeManager when New Lead in Campaign in Instantly.ai
List Courts from ServeManager when New Lead in Campaign in Instantly.ai
List Notes from ServeManager when New Lead in Campaign in Instantly.ai
List Attempts from ServeManager when New Lead in Campaign in Instantly.ai
Popular ServeManager + Instantly 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
Instantly
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
Update Campaign
List Account from ServeManager when New Lead in Campaign in Instantly.ai
Use this flowList Employees from ServeManager when New Lead in Campaign in Instantly.ai
Use this flowList Courts from ServeManager when New Lead in Campaign in Instantly.ai
Use this flowList Notes from ServeManager when New Lead in Campaign in Instantly.ai
Use this flowList Attempts from ServeManager when New Lead in Campaign in Instantly.ai
Use this flowList Invoices from ServeManager when New Lead in Campaign in Instantly.ai
Use this flowCreate Company in Servemanager when New Lead in Campaign in Instantly.ai
Use this flowCreate Court Case in Servemanager when New Lead in Campaign in Instantly.ai
Use this flowCreate Job in Servemanager when New Lead in Campaign in Instantly.ai
Use this flowCreate Note in Servemanager when New Lead in Campaign in Instantly.ai
Use this flowSupported Triggers & Actions
Everything you can automate between ServeManager and Instantly.
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 Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
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 Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServeManager and Instantly 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 Instantly 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 Instantly. No coding required.
Yes. You can set up a workflow where ServeManager triggers actions in Instantly, and a separate workflow where Instantly 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 Instantly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServeManager and Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
