Connect ServeManager and SuiteDash to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Job
New Notes
Choose an Action
Automatically do this!
Create a Contact
List Contacts
Create a Company
Find a Company
Find a Contact
Update a Company
Update a Contact
List Companies
List Projects
Ready to use ServeManager and SuiteDash automations
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Actions and Triggers
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 Company
Triggers when a new company 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
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Frequently Asked Questions
To start, connect both your ServeManager and SuiteDash accounts to viaSocket. Once connected, you can set up a workflow where an event in ServeManager triggers actions in SuiteDash (or vice versa).
Absolutely. You can customize how ServeManager data is recorded in SuiteDash. This includes choosing which data fields go into which fields of SuiteDash, setting up custom formats, and filtering out unwanted information.
The data sync between ServeManager and SuiteDash 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 SuiteDash. 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 SuiteDash
SuiteDash is an all-in-one business software platform designed to streamline and automate various business processes, including CRM, project management, invoicing, and client portals. It is tailored to help businesses enhance their productivity and improve client interactions by providing a comprehensive suite of tools in a single platform.
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