Connect Thankster and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Thankster
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 Thankster and ServeManager automations
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Actions and Triggers
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 Thankster integrations.
Find or Create User
Find or Create User By Email
Create Card Project
Creates a New Card
Apply Image
Apply Your Image in your Template
Order Project
Order Your Project
Create Quick Project
Create and send a Thankster card project using a selected template, sender and recipient details, and optional custom text and images.
List Account
List all available account information
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Frequently Asked Questions
To start, connect both your Thankster and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Thankster triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Thankster 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 Thankster 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 Thankster 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 Thankster
Thankster is an online platform that allows users to create and send personalized thank you cards and notes. It offers a variety of templates and customization options to help users express gratitude in a meaningful way. The service is ideal for both personal and business use, making it easy to maintain relationships and show appreciation.
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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