Connect ServeManager and Way We Do
Integrate ServeManager with Way We Do to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a New User to Way We Do when New Company in Servemanager
Complete a Checklist Step in Way We Do when New Company in Servemanager
Add a Checklist Comment to Way We Do when New Company in Servemanager
Start Checklist Instance in Way We Do when New Company in Servemanager
Find a Checklist by Title in Way-we-do when New Company in Servemanager
Popular ServeManager + Way We Do flows
Start from a real workflow other teams are already running.
Choose a trigger
ServeManager
When this happens...
New Company
New Job
New Notes
Choose an action
Way We Do
Automatically do this!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
Add a New User to Way We Do when New Company in Servemanager
Use this flowComplete a Checklist Step in Way We Do when New Company in Servemanager
Use this flowAdd a Checklist Comment to Way We Do when New Company in Servemanager
Use this flowStart Checklist Instance in Way We Do when New Company in Servemanager
Use this flowFind a Checklist by Title in Way-we-do when New Company in Servemanager
Use this flowFind a Checklist Instance by ID in Way We Do when New Company in Servemanager
Use this flowFind a Checklist Instance by Title in Way We Do when New Company in Servemanager
Use this flowFind a Checklist Step by ID in Way-we-do when New Company in Servemanager
Use this flowFind a Procedure by Title in Way-we-do when New Company in Servemanager
Use this flowFind a Procedure or Checklist by ID in Way We Do when New Company in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between ServeManager and Way We Do.
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 Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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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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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServeManager and Way We Do 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 Way We Do 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 Way We Do. No coding required.
Yes. You can set up a workflow where ServeManager triggers actions in Way We Do, and a separate workflow where Way We Do 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 Way We Do. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServeManager and Way We Do integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
