Connect ServeManager and Whautomate
Integrate ServeManager with Whautomate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Assign Tags to Client in Whautomate when New Company in Servemanager
Create Client in Whautomate when New Company in Servemanager
Search Contact in Whautomate when New Company in Servemanager
Create Appointment using Whautomate when New Company in Servemanager
Assign Tags to Contact in Whautomate when New Company in Servemanager
Popular ServeManager + Whautomate 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
Whautomate
Automatically do this!
Assign Tags to Client
Create Client
Search Contact
Create Appointment
Assign Tags to Contact
Search Client
Create Contact
Assign Tags to Client in Whautomate when New Company in Servemanager
Use this flowCreate Client in Whautomate when New Company in Servemanager
Use this flowSearch Contact in Whautomate when New Company in Servemanager
Use this flowCreate Appointment using Whautomate when New Company in Servemanager
Use this flowAssign Tags to Contact in Whautomate when New Company in Servemanager
Use this flowSearch Client in Whautomate when New Company in Servemanager
Use this flowCreate Contact in Whautomate when New Company in Servemanager
Use this flowAssign Tags to Client in Whautomate when New Job in Servemanager
Use this flowCreate Client in Whautomate when New Job in Servemanager
Use this flowSearch Contact in Whautomate when New Job in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between ServeManager and Whautomate.
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 Client
Triggers when a new client is created in whautomate
New Contact
Triggers when a new contact is created
New Appointment Scheduled
Triggers when a new appointment is scheduled
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 Whautomate
Whautomate is a powerful automation tool designed to streamline communication processes through WhatsApp. It enables businesses to automate their messaging workflows, manage customer interactions, and enhance engagement with personalized responses. With Whautomate, users can efficiently handle customer queries, send bulk messages, and integrate with other business tools for a seamless communication experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServeManager and Whautomate 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 Whautomate 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 Whautomate. No coding required.
Yes. You can set up a workflow where ServeManager triggers actions in Whautomate, and a separate workflow where Whautomate 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 Whautomate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServeManager and Whautomate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
