Connect ServeManager and Paddle to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Job
New Notes
Choose an Action
Automatically do this!
Create Customer
Update Customer
Generate an Aauthentication Token
Create an Address
Update an Address
Create a Business
Create a Price
Search Product Price
Search Events
Search Customer
Search Products
Create a Discount
Search Discount
Update Discount
Search Price
Create a Discount Group
Update a Price
Update a Product
Update a Business
Ready to use ServeManager and Paddle automations
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Actions and Triggers
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 Customer
Triggered when a new customer is created in Paddle.
New Address
Triggered when a new address is created in a specific customer.
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
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Frequently Asked Questions
To start, connect both your ServeManager and Paddle accounts to viaSocket. Once connected, you can set up a workflow where an event in ServeManager triggers actions in Paddle (or vice versa).
Absolutely. You can customize how ServeManager data is recorded in Paddle. This includes choosing which data fields go into which fields of Paddle, setting up custom formats, and filtering out unwanted information.
The data sync between ServeManager and Paddle 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 Paddle. 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.
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 Paddle
Paddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.
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