IntegrationsWooviServeManager
Woovi + ServeManager

Connect Woovi and ServeManager to Build Intelligent Automations

Choose a Trigger

Woovi

When this happens...

Choose an Action

ServeManager

Automatically do this!

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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 Woovi

Do thisActions

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

Create a Charge Refund

Create a Charge Refund

Issue a full or partial refund for a charge using its correlation ID.

Create Charge

Create Charge

Create a new Woovi payment charge (PIX or overdue) and return the charge details.

Create a Pix QrCode Static

Create a Pix QrCode Static

Generate a static PIX QR code for a payment and return the QR image, BR code, and payment link.

Create a new Customer

Create a new Customer

Create a new customer in the system.

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 Woovi and ServeManager?

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

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

Absolutely. You can customize how Woovi 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 Woovi and ServeManager?

The data sync between Woovi 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 Woovi 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 Woovi and ServeManager?

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

Woovi

About Woovi

Woovi makes it easy to create instant payments — including charges, subscriptions, PIX payments, and webhooks. Build faster, simplify workflows, and increase your revenue with seamless Woovi automation in ViaSocket.

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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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