Integrations Zoho Catalyst ServeManager
Zoho Catalyst + ServeManager

Connect Zoho Catalyst and ServeManager to Build Intelligent Automations

Choose a Trigger

Zoho Catalyst

When this happens...

Choose an Action

ServeManager

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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 Zoho Catalyst

Do thisActions

Action is the task that follows automatically within your Zoho Catalyst integrations.

Delete project

Delete project

Delete a project in Zoho Catalyst.

Search Project

Search Project

Get details for a Zoho Catalyst project

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 Zoho Catalyst and ServeManager?

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

Can we customize how data from Zoho Catalyst is recorded in ServeManager?

Absolutely. You can customize how Zoho Catalyst 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 Zoho Catalyst and ServeManager?

The data sync between Zoho Catalyst 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 Zoho Catalyst 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 Zoho Catalyst and ServeManager?

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

Zoho Catalyst

About Zoho Catalyst

Zoho Catalyst is a powerful serverless platform that enables developers to build and deploy scalable applications effortlessly. With a suite of tools and services, it streamlines the development process, allowing for rapid innovation and deployment.

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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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