Connect snapADDY and ServeManager to Build Intelligent Automations

Choose a Trigger

snapADDY

When this happens...

Choose an Action

ServeManager

Automatically do this!

Ready to use snapADDY and ServeManager automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get new contacts

Get new contacts

Retrieve contacts added to a specified contact list since the last run, returning the newest first.

New Company

New Company

Triggers when a new company is created.

New Job

New Job

Triggers when new job is created.

New Notes

New Notes

Trigger when new notes is created.

Request a new Trigger for snapADDY

Do thisActions

Action is the task that follows automatically within your snapADDY integrations.

Create Contact Item

Create Contact Item

Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.

Update contact

Update contact

Update an existing contact in the selected SnapADDY contact list.

Retrieve contacts from contact list

Retrieve contacts from contact list

Get all contacts in a contact list and optionally return only the fields you select.

List Account

List Account

List all available account information

List Employees

List Employees

Retrieve a list of all employees in your ServeManager account, including their names, roles, email addresses, and availability status.

List Courts

List Courts

Retrieve a list of all courts from your ServeManager account

Need help building your workflow?

Get instant answers from our AI assistant or connect with a support specialist anytime.

Frequently Asked Questions

How do I start an integration between snapADDY and ServeManager?

To start, connect both your snapADDY and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in snapADDY triggers actions in ServeManager (or vice versa).

Can we customize how data from snapADDY is recorded in ServeManager?

Absolutely. You can customize how snapADDY data is recorded in ServeManager. This includes choosing which data fields go into which fields of ServeManager, setting up custom formats, and filtering out unwanted information.

How often does the data sync between snapADDY and ServeManager?

The data sync between snapADDY and ServeManager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from snapADDY to ServeManager?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between snapADDY and ServeManager?

Yes, you can set conditional logic to control the flow of data between snapADDY and ServeManager. 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.

snapADDY

About snapADDY

snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.

Learn More
ServeManager

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 More