Connect ServeManager and involved to Build Intelligent Automations

Choose a Trigger

ServeManager

When this happens...

Choose an Action

involved

Automatically do this!

Enable Integrations or automations with these events of ServeManager and involved

Enable Integrations or automations with these events of ServeManager and involved

Triggers

New Company

New Company

Triggers when a new company is created.

New Job

New Job

Triggers when new job is created.

New Notes

New Notes

Trigger when new notes is created.

Request a new Trigger for ServeManager

Actions

List Account

List Account

List all available account information

List Employees

List Employees

Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.

List Courts

List Courts

Retrieve a list of all courts from your ServeManager account

List Notes

List Notes

Retrieve all notes from your ServeManager account

List Attempts

List Attempts

Retrieve a list of all service attempts in your ServeManager account

List Invoices

List Invoices

Retrieve a list of all invoices from your ServeManager account

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Frequently Asked Questions

How do I start an integration between ServeManager and involved?

To start, connect both your ServeManager and involved accounts to viaSocket. Once connected, you can set up a workflow where an event in ServeManager triggers actions in involved (or vice versa).

Can we customize how data from ServeManager is recorded in involved?

Absolutely. You can customize how ServeManager data is recorded in involved. This includes choosing which data fields go into which fields of involved, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ServeManager and involved?

The data sync between ServeManager and involved typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ServeManager to involved?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ServeManager and involved?

Yes, you can set conditional logic to control the flow of data between ServeManager and involved. 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.

ServeManager

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.

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involved

About involved

Involved is a community engagement platform, with prayer at the core, to bring about deep, authentic communities who stay involved all week long.

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