Connect ServeManager and Swit to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Job
New Notes
Choose an Action
Automatically do this!
Create Channel
Post Idea
Post Message
Create Project
Create Task
Add Comment To Task
Delete Task
Update Task
Find Channel
Find Project By Name
List Tasks
Find Workspace
List Workspaces
List Teams
List Organization Users
Ready to use ServeManager and Swit automations
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 Idea Posted
Runs when a new idea is posted in a specific channel.
New Message Arrives
Runs when new message arrives in the selected channel.
New Comment Is Posted to a Task
Runs when new comment is posted to a task
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 Swit accounts to viaSocket. Once connected, you can set up a workflow where an event in ServeManager triggers actions in Swit (or vice versa).
Absolutely. You can customize how ServeManager data is recorded in Swit. This includes choosing which data fields go into which fields of Swit, setting up custom formats, and filtering out unwanted information.
The data sync between ServeManager and Swit 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 Swit. 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 Swit
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
Learn More
