Connect ServeManager and Intercom
Integrate ServeManager with Intercom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Tags from Intercom when New Company in Servemanager
Get contacts in Intercom when New Company in Servemanager
Create User in Intercom when New Company in Servemanager
Find Lead in Intercom when New Company in Servemanager
Add or Remove Tag on Company in Intercom when New Company in Servemanager
Popular ServeManager + Intercom 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
Intercom
Automatically do this!
List All Tags
Add Tag to Contact
Get contacts
Find Companies
Create User
Find Lead
Add or Remove Tag on Company
Create Conversation
Find Conversations
Find Contact By Email
Add Note
Search Tickets
Find User
List All Tags from Intercom when New Company in Servemanager
Use this flowGet contacts in Intercom when New Company in Servemanager
Use this flowCreate User in Intercom when New Company in Servemanager
Use this flowFind Lead in Intercom when New Company in Servemanager
Use this flowAdd or Remove Tag on Company in Intercom when New Company in Servemanager
Use this flowCreate Conversation in Intercom when New Company in Servemanager
Use this flowFind Conversations in Intercom when New Company in Servemanager
Use this flowFind Contact By Email in Intercom when New Company in Servemanager
Use this flowSearch Tickets in Intercom when New Company in Servemanager
Use this flowFind User in Intercom when New Company in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between ServeManager and Intercom.
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.
Lead Adds Email Address
Runs when Lead Adds Email Address
Conversation Is Closed
Runs when conversation is closed
New Company Created
Runs when new company is created
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 Intercom
Intercom is a customer messaging platform that helps businesses connect with their customers through live chat, bots, and personalized messaging. It enables companies to improve customer support, drive engagement, and increase sales by providing a seamless communication experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServeManager and Intercom 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 Intercom 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 Intercom. No coding required.
Yes. You can set up a workflow where ServeManager triggers actions in Intercom, and a separate workflow where Intercom 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 Intercom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServeManager and Intercom integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
