IntegrationsTRIPLOGServeManager
TRIPLOG + ServeManager

Connect TRIPLOG and ServeManager to Build Intelligent Automations

Choose a Trigger

TRIPLOG

When this happens...

Choose an Action

ServeManager

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 TRIPLOG

Do thisActions

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

Get State Mileage

Get State Mileage

Get an existing state mileage.

Search Receipts

Search Receipts

Search a Receipts.

List Trips

List Trips

List all Trips corresponding to email.

Create User

Create User

Creates a User.

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.

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Frequently Asked Questions

How do I start an integration between TRIPLOG and ServeManager?

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

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

Absolutely. You can customize how TRIPLOG 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 TRIPLOG and ServeManager?

The data sync between TRIPLOG 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 TRIPLOG 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 TRIPLOG and ServeManager?

Yes, you can set conditional logic to control the flow of data between TRIPLOG 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.

TRIPLOG

About TRIPLOG

TripLog is a comprehensive mileage tracking and expense management solution designed to help businesses and individuals efficiently manage their travel expenses. With features like automatic mileage tracking, expense reporting, and integration with accounting software, TripLog simplifies the process of tracking and managing travel-related costs.

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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.

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