Connect workast and ServeManager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task 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 workast 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.
New Task Created
Triggers when a new task is created in your Workast account.
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 workast integrations.
Create a Task
create a task in workast app.
Create a Space
create a new space in workast.
Creates a Subtask
Creates a new subtask on a task.
Update Space
Update an existing space.
Create a Tag
Create a new tag
Add Tag
Add a tag to a task
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Frequently Asked Questions
To start, connect both your workast and ServeManager accounts to viaSocket. Once connected, you can set up a workflow where an event in workast triggers actions in ServeManager (or vice versa).
Absolutely. You can customize how workast 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 workast 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 workast 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 workast
Workast is a productivity tool that helps teams capture tasks, manage projects and collaborate to get more work done.
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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