IntegrationsWeavelyServeManager
Weavely + ServeManager

Connect Weavely and ServeManager to Build Intelligent Automations

Choose a Trigger

Weavely

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 Form Submission

New Form Submission

Trigger fires on When someone opens or loads the form (before any submission).

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 Weavely

Do thisActions

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

Generate Form

Generate Form

Generates a Weavely form from a prompt.

Get Form Fields

Get Form Fields

String input for the path parameter FORM_ID required by GET /v1/forms/FORM_ID/fields.

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.

List Courts

List Courts

Retrieve a list of all courts from your ServeManager account

List Notes

List Notes

Retrieve all notes from your ServeManager account

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Frequently Asked Questions

How do I start an integration between Weavely and ServeManager?

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

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

Absolutely. You can customize how Weavely 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 Weavely and ServeManager?

The data sync between Weavely 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 Weavely 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 Weavely and ServeManager?

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

Weavely

About Weavely

Weavely is an innovative AI-powered platform designed to enhance productivity and creativity through advanced artificial intelligence tools. It offers a suite of features that streamline workflows, automate tasks, and provide intelligent insights, making it an essential tool for businesses and individuals looking to leverage AI technology.

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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.

Learn More