Connect Smartlook and ServeManager
Integrate Smartlook with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Smartlook + ServeManager flows
Start from a real workflow other teams are already running.
Choose a trigger
Smartlook
When this happens...
- Request a new Trigger for Smartlook
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
Get Event from Smartlook when New Company in Servemanager
Use this flowGet Funnel from Smartlook when New Company in Servemanager
Use this flowList Events from Smartlook when New Company in Servemanager
Use this flowList Funnels from Smartlook when New Company in Servemanager
Use this flowGet Api Stats from Smartlook when New Company in Servemanager
Use this flowGet Event from Smartlook when New Job in Servemanager
Use this flowGet Funnel from Smartlook when New Job in Servemanager
Use this flowList Events from Smartlook when New Job in Servemanager
Use this flowList Funnels from Smartlook when New Job in Servemanager
Use this flowGet Api Stats from Smartlook when New Job in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between Smartlook and ServeManager.
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.
Do thisActions
Action is the task that follows automatically within your Smartlook integrations.
Get Event
Retrieve the details of event
Get Funnel
Retrieve the details of funnel
List Events
Retrieve the details of event
List Funnels
Retrieve the details of funnel
Get Api Stats
This API retrieves event statistics from Smartlook within a specified date range and optional occurrence histogram interval.
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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About Smartlook
Smartlook is an analytics tool that helps businesses understand user behavior on their websites and mobile apps. It provides features like session recordings, heatmaps, and event tracking to optimize user experience and improve conversion rates.
Learn moreSimilar apps
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Smartlook 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 Smartlook 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 Smartlook triggers actions in ServeManager, and a separate workflow where ServeManager triggers actions in Smartlook. 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 Smartlook and ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartlook 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.
