Connect ServeManager and Polygon to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Job
New Notes
Choose an Action
Automatically do this!
- Request a new Action for Polygon
Enable Integrations or automations with these events of ServeManager and Polygon
Enable Integrations or automations with these events of ServeManager and Polygon
Triggers
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.
Actions
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
Know More About Servemanager and Polygon Integrations
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
Frequently Asked Questions
To start, connect both your ServeManager and Polygon accounts to viaSocket. Once connected, you can set up a workflow where an event in ServeManager triggers actions in Polygon (or vice versa).
Absolutely. You can customize how ServeManager data is recorded in Polygon. This includes choosing which data fields go into which fields of Polygon, setting up custom formats, and filtering out unwanted information.
The data sync between ServeManager and Polygon 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 Polygon. 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 Polygon
Polygon.io is a comprehensive financial market data platform that provides real-time and historical data for stocks, options, forex, and cryptocurrencies. It offers APIs for developers to access market data, enabling them to build financial applications, trading algorithms, and analytics tools. With a focus on speed and reliability, Polygon.io is designed to support the needs of financial professionals, developers, and businesses looking to integrate market data into their solutions.
Learn More
