Connect ServeManager and Productboard
Integrate ServeManager with Productboard to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Note in Productboard when New Company in Servemanager
Create a Feature in Productboard when New Company in Servemanager
List All Notes in Productboard when New Company in Servemanager
List Companies from Productboard when New Company in Servemanager
List Features from Productboard when New Company in Servemanager
Popular ServeManager + Productboard 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
Productboard
Automatically do this!
Create a Note
Create a Feature
List All Notes
List Companies
List Features
List All Components
List All Products
List all Feature Statuses
List Custom Fields
List Custom Field Values
List All Release Groups
List Releases
List Objectives
Create a Note in Productboard when New Company in Servemanager
Use this flowCreate a Feature in Productboard when New Company in Servemanager
Use this flowList All Notes in Productboard when New Company in Servemanager
Use this flowList Companies from Productboard when New Company in Servemanager
Use this flowList Features from Productboard when New Company in Servemanager
Use this flowList All Components from Productboard when New Company in Servemanager
Use this flowList All Products from Productboard when New Company in Servemanager
Use this flowList all Feature Statuses from Productboard when New Company in Servemanager
Use this flowList Custom Fields from Productboard when New Company in Servemanager
Use this flowList Custom Field Values from Productboard when New Company in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between ServeManager and Productboard.
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 Note Is Created
Runs when a new note or piece of feedback is created in Productboard.
New Feature Is Created
Runs when a new feature or sub-feature is created in Productboard.
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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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 Productboard
Productboard is a product management system that helps teams get the right products to market faster. It provides tools for gathering user feedback, prioritizing features, and aligning everyone on the roadmap.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServeManager and Productboard 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 Productboard 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 Productboard. No coding required.
Yes. You can set up a workflow where ServeManager triggers actions in Productboard, and a separate workflow where Productboard 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 Productboard. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServeManager and Productboard integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
