Connect ServeManager and Pipl.ai
Integrate ServeManager with Pipl.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a new workspace in Piplai when New Company in Servemanager
Create a new campaign in Piplai when New Company in Servemanager
List all campaigns in Piplai when New Company in Servemanager
Get campaign status in Piplai when New Company in Servemanager
Get campaign email accounts in Piplai when New Company in Servemanager
Popular ServeManager + Pipl.ai flows
Start from a real workflow other teams are already running.
Choose a trigger
ServeManager
When this happens...
New Company
New Job
New Notes
Choose an action
Pipl.ai
Automatically do this!
Add a new workspace
Create a new campaign
List all campaigns
Get campaign status
Get campaign email accounts
Set campaign name
Pause campaign
Add leads to a campaign
Delete leads from a campaign
Lead Update
Adds Emails to the blocklist
Add a new workspace in Piplai when New Company in Servemanager
Use this flowCreate a new campaign in Piplai when New Company in Servemanager
Use this flowList all campaigns in Piplai when New Company in Servemanager
Use this flowGet campaign status in Piplai when New Company in Servemanager
Use this flowGet campaign email accounts in Piplai when New Company in Servemanager
Use this flowSet campaign name in Piplai when New Company in Servemanager
Use this flowPause campaign in Piplai when New Company in Servemanager
Use this flowAdd leads to a campaign in Piplai when New Company in Servemanager
Use this flowDelete leads from a campaign in Piplai when New Company in Servemanager
Use this flowLead Update in Pipl.ai when New Company in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between ServeManager and Pipl.ai.
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.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 Pipl.ai
Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServeManager and Pipl.ai accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ServeManager and Pipl.ai as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pipl.ai. No coding required.
Yes. You can set up a workflow where ServeManager triggers actions in Pipl.ai, and a separate workflow where Pipl.ai triggers actions in ServeManager. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ServeManager and Pipl.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServeManager and Pipl.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
