Connect viaSocket Table and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
Column Value Changes
New Row Created
Record Is Updated
Record Is Deleted
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 viaSocket Table and ServeManager automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Column Value Changes
Runs when column value changes
New Row Created
Runs when new row is created
Record Is Updated
Runs when record is updated
Record Is Deleted
Runs when record is deleted
New Company
Triggers when a new company is created.
New Job
Triggers when new job is created.
Do thisActions
Action is the task that follows automatically within your viaSocket Table integrations.
Add Rows To Table
Insert one or more rows
Update Table Rows
Update rows and attachments
Get Table Rows
Get table rows using filters
List Table Columns
Get all columns in a table
Upload Files to Record
Attach files by URL or Base64
List Account
List all available account information
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Frequently Asked Questions
To start, connect both your viaSocket Table and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how viaSocket Table 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 viaSocket Table 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 viaSocket Table 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 viaSocket Table
viaSocket Table is an integrated data workspace for storing, organizing, and managing records that power automations and AI-driven workflows. It helps teams keep workflow data updated, accessible, and ready to use across connected apps and automation flows.
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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