Integrate ServeManager with SureCart to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Account from ServeManager when Affiliation Request Created in Surecart
List Employees from ServeManager when Affiliation Request Created in Surecart
List Courts from ServeManager when Affiliation Request Created in Surecart
List Notes from ServeManager when Affiliation Request Created in Surecart
List Attempts from ServeManager when Affiliation Request Created in Surecart
Start from a real workflow other teams are already running.
ServeManager
When this happens...
New Company
New Job
New Notes
SureCart
Automatically do this!
Find Affiliation
Find Affiliation Request
Find Checkout
Find Coupon
Find Customer
Get Orders
Find Manual Payment Method
Find Payout
Find Price
Find Product
Find Promotion
Find Referral
Get Subscriptions
Get Account Details
Retrieves price
Update Price
Duplicate Prices
Retrieve Order Protocol
Retrieve Brands
Retrieves account's custome
Retrieves details of the current account
Get details of the current account abandoned
Retrieves account's affiliation protocol
Retrieves current account's tax protocol
Retrieves account's subscription protocol
Retrieves account's customer notification protocol
Retrieves current account's portal protocol
Update Account
Update Brand
Creates Display Currency
Create Export
Creates Transaction Balance
Creates Verification Code
Create Coupon
Creates Download
Create Product Group
Create Promotion
Create Customer
Create Affiliation
Create a Referral
Update a Referral
Approve Referral
Create Tax Override
Updates Tax Override
Creates Cancellation Reason
Update a Cancellation Reason
Update Shipping Protocol
Deactivate Affiliation
Activate Affiliation
Create Manual Payment Method
Update Manual Payment Method
Update Customer Notification
Update a Download
Delete Download
Delete Customer
List Account from ServeManager when Affiliation Request Created in Surecart
Use this flowList Employees from ServeManager when Affiliation Request Created in Surecart
Use this flowList Courts from ServeManager when Affiliation Request Created in Surecart
Use this flowList Notes from ServeManager when Affiliation Request Created in Surecart
Use this flowList Attempts from ServeManager when Affiliation Request Created in Surecart
Use this flowList Invoices from ServeManager when Affiliation Request Created in Surecart
Use this flowCreate Company in Servemanager when Affiliation Request Created in Surecart
Use this flowCreate Court Case in Servemanager when Affiliation Request Created in Surecart
Use this flowCreate Job in Servemanager when Affiliation Request Created in Surecart
Use this flowCreate Note in Servemanager when Affiliation Request Created in Surecart
Use this flowEverything you can automate between ServeManager and SureCart.
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.
Triggers when a affiliation request is created.
Triggers when a Customer is created.
Triggers when a Price 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

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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.
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Learn moreSign up for a free viaSocket account, then authorize both your ServeManager and SureCart 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 SureCart 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 SureCart. No coding required.
Yes. You can set up a workflow where ServeManager triggers actions in SureCart, and a separate workflow where SureCart 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 SureCart. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServeManager and SureCart integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.