Connect Userback and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Feedback
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 Userback and ServeManager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Feedback
Triggered when a new feedback is submitted in Userback.
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 Userback integrations.
List Feedback
List of feedback
List Projects
List Available Projects
Create a Feedback
Creates a new feedback entry in Userback.
List Comments
List comments from a feedback
List Members
Lists available Members
List SessionRecordings
Lists available SessionRecordings
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Frequently Asked Questions
To start, connect both your Userback and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Userback triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Userback 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 Userback 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 Userback 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 Userback
Userback is a visual feedback and bug tracking tool designed to streamline the process of collecting feedback from users and managing it efficiently. It allows teams to gather annotated screenshots, video recordings, and comments directly from users, making it easier to identify and resolve issues quickly.
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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