Connect Space Invoices / Apollo and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
New Client
New Item
Payment Created
New Category
Choose an Action
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
Ready to use Space Invoices / Apollo and ServeManager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers When a new Document is created.
New Client
New Client Created.
New Item
New item created.
Payment Created
Payment Created.
New Category
Categories created in space invoice apollo.
New Company
Triggers when a new company is created.
Do thisActions
Action is the task that follows automatically within your Space Invoices / Apollo integrations.
Create a Document
Create a new Document
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
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Frequently Asked Questions
To start, connect both your Space Invoices / Apollo and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Space Invoices / Apollo triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Space Invoices / Apollo 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.
The data sync between Space Invoices / Apollo and ServeManager 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 Space Invoices / Apollo 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.
About Space Invoices / Apollo
Space-Invoices / Apollo is a comprehensive invoicing and billing solution designed for businesses of all sizes. It streamlines the process of creating, sending, and managing invoices, ensuring efficient financial operations.
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.
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