ServeManager Integrations

CRM (Customer Relationship Management)

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Integrate Formstack with ServeManagerIntegrate Formstack with ServeManager

Formstack

Forms & Surveys
Integrate QuickBooks Online with ServeManagerIntegrate QuickBooks Online with ServeManager

QuickBooks Online

Accounting
Integrate Google Sheets with ServeManagerIntegrate Google Sheets with ServeManager

Google Sheets

Google, Spreadsheets
Integrate Cognito Forms with ServeManagerIntegrate Cognito Forms with ServeManager

Cognito Forms

Forms & Surveys
Integrate Mailchimp with ServeManagerIntegrate Mailchimp with ServeManager

Mailchimp

Email Newsletters
Integrate Sakari SMS with ServeManagerIntegrate Sakari SMS with ServeManager

Sakari SMS

Phone & SMS
Integrate Google Calendar with ServeManagerIntegrate Google Calendar with ServeManager

Google Calendar

Calendar, Google
Integrate FreshBooks with ServeManagerIntegrate FreshBooks with ServeManager

FreshBooks

Accounting
Integrate Dropbox with ServeManagerIntegrate Dropbox with ServeManager

Dropbox

File Management & Storage
Integrate Formstack with ServeManagerIntegrate Formstack with ServeManager

Formstack

Forms & Surveys
Integrate QuickBooks Online with ServeManagerIntegrate QuickBooks Online with ServeManager

QuickBooks Online

Accounting
Integrate Google Sheets with ServeManagerIntegrate Google Sheets with ServeManager

Google Sheets

Google, Spreadsheets
Integrate Cognito Forms with ServeManagerIntegrate Cognito Forms with ServeManager

Cognito Forms

Forms & Surveys
Integrate Mailchimp with ServeManagerIntegrate Mailchimp with ServeManager

Mailchimp

Email Newsletters
Integrate Sakari SMS with ServeManagerIntegrate Sakari SMS with ServeManager

Sakari SMS

Phone & SMS
Integrate Formstack with ServeManagerIntegrate Formstack with ServeManager

Formstack

Forms & Surveys
Integrate QuickBooks Online with ServeManagerIntegrate QuickBooks Online with ServeManager

QuickBooks Online

Accounting
Integrate Google Sheets with ServeManagerIntegrate Google Sheets with ServeManager

Google Sheets

Google, Spreadsheets
Integrate Cognito Forms with ServeManagerIntegrate Cognito Forms with ServeManager

Cognito Forms

Forms & Surveys
Integrate Mailchimp with ServeManagerIntegrate Mailchimp with ServeManager

Mailchimp

Email Newsletters
Integrate Sakari SMS with ServeManagerIntegrate Sakari SMS with ServeManager

Sakari SMS

Phone & SMS
Integrate Google Calendar with ServeManagerIntegrate Google Calendar with ServeManager

Google Calendar

Calendar, Google
Integrate FreshBooks with ServeManagerIntegrate FreshBooks with ServeManager

FreshBooks

Accounting
Integrate Dropbox with ServeManagerIntegrate Dropbox with ServeManager

Dropbox

File Management & Storage

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Quickly automate ServeManager integrations with Zapier's templates

  • Get text messages for new ServeManager jobs

    Details
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    • ServeManager logo
    • SMS by Zapier logo
    ServeManager + SMS by Zapier
  • Create Google Calendar events for new jobs on ServeManager

    Details
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    • ServeManager logo
    • Google Calendar logo
    ServeManager + Google Calendar
  • Add new ServeManager companies to a list on Mailchimp

    Details
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    • ServeManager logo
    • Mailchimp logo
    ServeManager + Mailchimp
  • Send New ServeManager Job Alerts To Employee Via Sakari Text Message

    Details
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    • ServeManager logo
    • Filter by Zapier logo
    • Sakari SMS logo
    ServeManager + Filter by Zapier + Sakari SMS
  • Add new ServeManager companies to QuickBooks Online as customers

    Premium
    Details
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    • ServeManager logo
    • QuickBooks Online logo
    ServeManager + QuickBooks Online
  • Text your client when a job is served in ServeManager

    Details
    Try it
    • ServeManager logo
    • Twilio logo
    ServeManager + Twilio

Get text messages for new ServeManager jobs

Details
Try it
  • ServeManager logo
  • SMS by Zapier logo
ServeManager + SMS by Zapier

Create Google Calendar events for new jobs on ServeManager

  • ServeManager logo
  • Google Calendar logo
ServeManager + Google Calendar

Add new ServeManager companies to a list on Mailchimp

  • ServeManager logo
  • Mailchimp logo
ServeManager + Mailchimp

Send New ServeManager Job Alerts To Employee Via Sakari Text Message

  • ServeManager logo
  • Filter by Zapier logo
  • Sakari SMS logo
ServeManager + Filter by Zapier + Sakari SMS

Add new ServeManager companies to QuickBooks Online as customers

Premium
Details
  • ServeManager logo
  • QuickBooks Online logo
ServeManager + QuickBooks Online

Text your client when a job is served in ServeManager

  • ServeManager logo
  • Twilio logo
ServeManager + Twilio

Supported triggers and actions

What does this mean?
  • ServeManager triggers, actions, and search

    New Affidavit

    Triggers when a new affidavit document is created.

    Trigger
    Scheduled
    Try It
  • ServeManager triggers, actions, and search

    New Company

    Triggers when a new company is created.

    Trigger
    Scheduled
    Try It
    • Company NameRequired

    • Contact First NameRequired

    • Contact Last Name

    • Contact Phone

    • Contact Email

    • Contact Primary

    Action
    Write
    • Type of UploadRequired

    • Document TitleRequired

    • URL of the FileRequired

    • Filename (advanced)

    • JobRequired

    Action
    Write
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servemanager logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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