Integrations ServeManager TrustedForm Consent
ServeManager + TrustedForm Consent

Connect ServeManager and TrustedForm Consent to Build Intelligent Automations

Choose a Trigger

ServeManager

When this happens...

Choose an Action

TrustedForm Consent

Automatically do this!

Enable Integrations or automations with these events of ServeManager and TrustedForm Consent

Enable Integrations or automations with these events of ServeManager and TrustedForm Consent

Triggers

New Company

New Company

Triggers when a new company is created.

New Job

New Job

Triggers when new job is created.

New Notes

New Notes

Trigger when new notes is created.

Request a new Trigger for ServeManager

Actions

List Account

List Account

List all available account information

List Employees

List Employees

Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.

List Courts

List Courts

Retrieve a list of all courts from your ServeManager account

List Notes

List Notes

Retrieve all notes from your ServeManager account

List Attempts

List Attempts

Retrieve a list of all service attempts in your ServeManager account

List Invoices

List Invoices

Retrieve a list of all invoices from your ServeManager account

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Frequently Asked Questions

How do I start an integration between ServeManager and TrustedForm Consent?

To start, connect both your ServeManager and TrustedForm Consent accounts to viaSocket. Once connected, you can set up a workflow where an event in ServeManager triggers actions in TrustedForm Consent (or vice versa).

Can we customize how data from ServeManager is recorded in TrustedForm Consent?

Absolutely. You can customize how ServeManager data is recorded in TrustedForm Consent. This includes choosing which data fields go into which fields of TrustedForm Consent, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ServeManager and TrustedForm Consent?

The data sync between ServeManager and TrustedForm Consent typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ServeManager to TrustedForm Consent?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ServeManager and TrustedForm Consent?

Yes, you can set conditional logic to control the flow of data between ServeManager and TrustedForm Consent. 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

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.

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TrustedForm Consent

About TrustedForm Consent

TrustedForm provides unbiased, third-party documentation of consent in the form of a certificate for the leads you are acquiring.

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