Aero Workflow + ServeManager Integration

Connect Aero Workflow to ServeManager in 1 click

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Popular Aero Workflow + ServeManager Workflows

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ServeManager + Aero Workflow Integration

Create Aero Workflow contact from new ServeManager company

If you have created a company in ServeManager, it's important to create a contact in Aero Workflow. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Aero Workflow + ServeManager Integration
1.
  • ServeManager
    Job is created in ServeManager
  • ServeManager
    Attempt is logged in ServeManager
  • ServeManager
    Affidavit is created in ServeManager
  • ServeManager
    Company is created in ServeManager
  • ServeManager
    Invoice is issued in ServeManager
2.
  • Aero Workflow
    Create task in Aero Workflow
  • Aero Workflow
    Create company in Aero Workflow
  • Aero Workflow
    Serach company by name in Aero Workflow
  • Aero Workflow
    Create contact in Aero Workflow
  • Aero Workflow
    Create a note in Aero Workflow
  • Aero Workflow
    Create vault entry in Aero Workflow
  • Aero Workflow
    Create appointment in Aero Workflow
  • Aero Workflow
    Create email in Aero Workflow
  • ServeManager
    Create job in ServeManager
  • ServeManager
    Create court case in ServeManager
  • ServeManager
    Search court case in ServeManager
  • ServeManager
    Search job in ServeManager
  • ServeManager
    Create company in ServeManager
  • ServeManager
    Search company in ServeManager
  • ServeManager
    Create note in ServeManager
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Aero Workflow is a platform for accountants and bookkeepers to manage the administrative burden of the tasks they do in a day. It allows them to automate repetitive tasks, send customised emails, track time and expenses etc.

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ServeManager streamlines the process of serving legal documents and tracking their delivery. It provides a fully-integrated suite of tools for managing all aspects of the service of process. It's simple, easy to use and makes your job easier.

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