
When this happens...
New Company
New Job
New Notes

Automatically do this!
Create a Subscriber
Update a Subscriber
Find or Create a Subscriber
Delete Subscriber
Unsubscribe Subscriber
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created.
Triggers when new job is created.
Trigger when new notes is created.
Triggers when subscriber unsubscribe from the list.
Triggers when a new subscriber is added to the list.
Triggers when a new subscriber is added in specified list.
Action is the task that follows automatically within your ServeManager integrations.
List all available account information
Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.
Retrieve a list of all courts from your ServeManager account
Retrieve all notes from your ServeManager account
Retrieve a list of all service attempts in your ServeManager account
Retrieve a list of all invoices from your ServeManager account

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ServeManager and Zagomail accounts to viaSocket. Once connected, you can set up a workflow where an event in ServeManager triggers actions in Zagomail (or vice versa).
Absolutely. You can customize how ServeManager data is recorded in Zagomail. This includes choosing which data fields go into which fields of Zagomail, setting up custom formats, and filtering out unwanted information.
The data sync between ServeManager and Zagomail 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 Zagomail. 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 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 MoreZagomail is an email marketing platform designed to help businesses create, send, and track email campaigns effectively. It offers a range of features including customizable templates, automation tools, and analytics to optimize email marketing strategies.
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