Connect Tookan and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Tookan
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
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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 Tookan integrations.
Create a Pickup and Delivery Task
Creates a Pick and Delivery Task.
Create a Pickup Task
Create a new Pick Up Task.
Create an Appointment Task
Create an Appointment Task.
Create an FOS Workflow Task
Creates an FOS workflow Task.
Create a Team
Create a New Team.
Create a Manager
Creates a Manager.
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Frequently Asked Questions
To start, connect both your Tookan and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Tookan triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Tookan 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 Tookan 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 Tookan 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 Tookan
Tookan is a comprehensive delivery management platform designed to streamline and optimize your delivery operations. It offers real-time tracking, route optimization, and efficient task management to ensure timely and accurate deliveries.
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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