ServeManager and Salesflare
How to connect ServeManager
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When new Company in ServeManager, find or create account in Salesflare.
- When new Account in Salesflare, create Company in ServeManager.
About ServeManager
ServeManager provides process servers with the tools they need run their business, while giving their law firm clients a dashboard to track the status and activity associated with service of process.
ServeManager operations on Zapier
Triggers (5)
Start a workflow when this happens
- Invoice Issued — Triggers when an invoice is issued.
- New Affidavit — Triggers when a new affidavit document is created.
- New Attempt — Triggers when a new attempt is logged.
- New Company — Triggers when a new company is created.
- New Job — Triggers when new job is created.
Actions (8)
Things Salesflare can make it do
- Create Company — Creates a new company.
- Create Court Case — Creates a Court Case.
- Create Job — Creates a new job.
- Create Note — Create a new note on a job.
- Find or Create Company — Find or Create Company
Show 3 more actions
- Find or Create Court Case — Find or Create Court Case
- Find or Create Job — Find or Create Job
- Upload File — Upload a file to an existing job.
Searches (3)
Look up existing records
- Find Company — Find an existing company.
- Find Court Case — Find an existing court case.
- Find Job — Finds an existing job.
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