Connect ServeManager and Microsoft Word to Build Intelligent Automations

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

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

The data sync between ServeManager and Microsoft Word 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.