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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created.
Triggers when new job is created.
Trigger when new notes is created.
Action is the task that follows automatically within your ServeManager integrations.
List all available account information
Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.
Retrieve a list of all courts from your ServeManager account
Retrieve all notes from your ServeManager account
Retrieve a list of all service attempts in your ServeManager account
Retrieve a list of all invoices from your ServeManager account

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ServeManager and Signaturely accounts to viaSocket. Once connected, you can set up a workflow where an event in ServeManager triggers actions in Signaturely (or vice versa).
Absolutely. You can customize how ServeManager data is recorded in Signaturely. This includes choosing which data fields go into which fields of Signaturely, setting up custom formats, and filtering out unwanted information.
The data sync between ServeManager and Signaturely 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 Signaturely. 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 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 MoreSignaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
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