IntegrationsServeManagerParallel
ServeManager + Parallel

Connect ServeManager and Parallel to Build Intelligent Automations

Choose a Trigger

ServeManager

When this happens...

Choose an Action

Parallel

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Parallel

New Parallel

Triggers when new parallels is created.

Petition Complete

Petition Complete

Triggers when new parallels or petition is completed.

New Comment Posted

New Comment Posted

Triggers when new comment posted .

Do thisActions

Action is the task that follows automatically within your ServeManager integrations.

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 Parallel?

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

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

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

How often does the data sync between ServeManager and Parallel?

The data sync between ServeManager and Parallel 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 Parallel?

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 Parallel?

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

About Parallel

Parallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.

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