Integrations ServeManager Visual Lease
ServeManager + Visual Lease

Connect ServeManager and Visual Lease to Build Intelligent Automations

Choose a Trigger

ServeManager

When this happens...

Choose an Action

Visual Lease

Automatically do this!

Enable Integrations or automations with these events of ServeManager and Visual Lease

Enable Integrations or automations with these events of ServeManager and Visual Lease

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 Visual Lease?

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

Can we customize how data from ServeManager is recorded in Visual Lease?

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

How often does the data sync between ServeManager and Visual Lease?

The data sync between ServeManager and Visual Lease 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 Visual Lease?

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 Visual Lease?

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

About Visual Lease

Visual Lease is a comprehensive, powerful and easy-to-use real estate and lease management software solution that makes it easy to know what your leases say, how much they cost, and when they need attention. It enables companies to control, report, track, and manage owned and leased real estate and make better decisions on leases and related information.

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