
When this happens...
New Company
New Job
New Notes

Automatically do this!
App version list
List All Apps
List Published Userviews
List Published processes
List forms of an specific App
List CRM Accounts
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created.
Triggers when new job is created.
Trigger when new notes is created.
Retrieve CRM accounts modified within the specified timeframe (minutes), sorted by most recent modification.
Action is the task that follows automatically within your ServeManager integrations.
List all available account information
Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.
Retrieve a list of all courts from your ServeManager account
Retrieve all notes from your ServeManager account
Retrieve a list of all service attempts in your ServeManager account
Retrieve a list of all invoices from your ServeManager account

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ServeManager and Joget accounts to viaSocket. Once connected, you can set up a workflow where an event in ServeManager triggers actions in Joget (or vice versa).
Absolutely. You can customize how ServeManager data is recorded in Joget. This includes choosing which data fields go into which fields of Joget, setting up custom formats, and filtering out unwanted information.
The data sync between ServeManager and Joget 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 Joget. 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 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 MoreJoget is an open-source no-code/low-code application platform that empowers users to build enterprise web applications rapidly. It combines the best of process automation, workflow management, and application development in a single platform, making it ideal for businesses looking to streamline operations and enhance productivity without extensive coding knowledge.
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