Connect Vouchery and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
Voucher Created
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 Vouchery and ServeManager automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Voucher Created
Triggered when a new voucher is created.
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 Vouchery integrations.
Create Customer
Create a Customer
Create Redemption
Pass redemption data and get discount data back to your app.
Find Voucher
Find voucher by campaign metadata.
List Customers
Get a list of customers.
Get Not Cancelled Redemptions
Get not cancelled redemptions
List Invalid Redemptions
Get a list of all invalid redemptions.
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Frequently Asked Questions
To start, connect both your Vouchery and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Vouchery triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how Vouchery 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 Vouchery 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 Vouchery 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 Vouchery
Vouchery is a comprehensive platform designed to streamline the creation, management, and optimization of promotional campaigns and vouchers. It offers businesses the tools to enhance customer engagement and drive sales through targeted promotions.
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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