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Integrate ServeManager with Zapier Manager to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ServeManager with Zapier Manager - no code necessary. See how you can get setup in minutes.

Select a trigger from ServeManager

A trigger is an event that starts your Zap and runs the workflow. For example, with ServeManager, a trigger could be "Invoice Issued."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zapier Manager

An action is what takes place after the automation is triggered. For example, with Zapier Manager, the action could be "Create Team Invitation."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ServeManager to Zapier Manager

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your ServeManager to Zapier Manager integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect ServeManager and Zapier Manager to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect ServeManager and Zapier Manager to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Invoice Issued
Triggers when an invoice is issued.
Trigger
Scheduled
Try It
New Attempt
Triggers when a new attempt is logged.
Trigger
Scheduled
Try It
New Job
Triggers when new job is created.
Trigger
Scheduled
Try It
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
Action
Write
- Recipient Name
- Recipient Description
- Service Instructions
- Client Job Number
- Client Company
- Client Contact
- Court Case
- Due Date
- Rush?
- Label
- Address
- City
- Address 2
- State
- Zip
- County
- Contact Primary
- Document Title
  Required
- URL of the File
  Required
Action
Write

- Contact Email
Action
Search
- Job Number
- Match All, Active, or Archived?
Action
Search

- Case Number
- Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
Action
Search or write
- Category
Trigger
Scheduled
Try It
- Account
Trigger
Scheduled
Try It
- Account
- Folder
- Zap
Trigger
Instant
Try It
- Account
Trigger
Scheduled
Try It
- Contact Email
- Account
Action
Write
- Document Title
  Required
Action
Search

New Affidavit
Triggers when a new affidavit document is created.
Trigger
Scheduled
Try It
New Company
Triggers when a new company is created.
Trigger
Scheduled
Try It
- Company Name
  Required
- Contact First Name
  Required
- Contact Last Name
- Contact Phone
- Contact Email
- Contact Primary
Action
Write
- Type of Upload
  Required
- Document Title
  Required
- URL of the File
  Required
- Filename (advanced)
- Job
  Required
Action
Write
- Job
  Required
- Label
- Comments
  Required
Action
Write
- Case Number
Action
Search
- Contact Email
- Company Name
  Required
- Contact First Name
  Required
- Contact Last Name
- Contact Phone
- Contact Primary
Action
Search or write
- Job Number
- Match All, Active, or Archived?
- Recipient Name
- Recipient Description
- Service Instructions
- Client Job Number
- Client Company
- Client Contact
- Court Case
- Due Date
- Rush?
- Label
- Address
- City
- Address 2
- State
- Zip
- County
- Contact Primary
- Document Title
  Required
- URL of the File
  Required
Action
Search or write
- Account
Trigger
Scheduled
Try It
- Account
- Folder
Trigger
Scheduled
Try It
- Account
- Usage Threshold (Percent)
- Usage Threshold (Task)
Trigger
Scheduled
Try It
- Account
- Folder
- Zap
Trigger
Instant
Try It
- Desired Zap state
  Required
- Account
- Folder
- Zap
Action
Write
- Account
- Document Title
  Required
Action
Search

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 Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zapier Manager

Bolster your Zap housekeeping with Zapier Manager. Track Zap errors, invite members to your Team, and more!

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