Connect Microsoft Sharepoint and ServeManager
Integrate Microsoft Sharepoint with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Account from ServeManager when New List Created in Sharepoint
List Employees from ServeManager when New List Created in Sharepoint
List Courts from ServeManager when New List Created in Sharepoint
List Notes from ServeManager when New List Created in Sharepoint
List Attempts from ServeManager when New List Created in Sharepoint
Popular Microsoft Sharepoint + ServeManager flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Sharepoint
When this happens...
New List Created
New List Item Created
Updated List Item
Choose an action
ServeManager
Automatically do this!
List Account
List Employees
List Courts
List Notes
List Attempts
List Invoices
Create Company
Create Court Case
Create Job
Create Note
Find Company
Find Court Case
Find Job
List Account from ServeManager when New List Created in Sharepoint
Use this flowList Employees from ServeManager when New List Created in Sharepoint
Use this flowList Courts from ServeManager when New List Created in Sharepoint
Use this flowList Notes from ServeManager when New List Created in Sharepoint
Use this flowList Attempts from ServeManager when New List Created in Sharepoint
Use this flowList Invoices from ServeManager when New List Created in Sharepoint
Use this flowCreate Company in Servemanager when New List Created in Sharepoint
Use this flowCreate Court Case in Servemanager when New List Created in Sharepoint
Use this flowCreate Job in Servemanager when New List Created in Sharepoint
Use this flowCreate Note in Servemanager when New List Created in Sharepoint
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Sharepoint and ServeManager.
When this happensTriggers
A trigger is an event that starts a workflow.
New List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is created.
Updated List Item
Trigger when existing item in the list is updated.
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.
Do thisActions
Action is the task that follows automatically within your Microsoft Sharepoint integrations.
Create a list
Create a new list
Create a List Item
Creates a new List Item.
Update List Item
Update an existing list item.
Delete List Item
Delete an existing list item.
Find List Item
Find a list item by ID or by matching field values.
List Account
List all available account information
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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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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Sharepoint and ServeManager workflows.
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About Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Learn moreAbout 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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Sharepoint and ServeManager 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 Microsoft Sharepoint and ServeManager 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 ServeManager. No coding required.
Yes. You can set up a workflow where Microsoft Sharepoint triggers actions in ServeManager, and a separate workflow where ServeManager triggers actions in Microsoft Sharepoint. 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 Microsoft Sharepoint and ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Sharepoint and ServeManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
