Bind ERP + ServeManager Integration

Connect Bind ERP to ServeManager in 1 click

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Bind ERP + ServeManager Integration

Create ServeManager company from new Bind ERP invoice

If you're a small business owner who uses Bind ERP to manage your finances, you may be wondering if there's a way to automatically create a company profile in ServeManager whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with ServeManager and Bind ERP!
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ServeManager + Bind ERP Integration

Create Bind ERP prospect from new ServeManager company

If you have created a company in ServeManager, it's important to create a prospect in Bind ERP. 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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Bind ERP + ServeManager Integration
1.
  • Bind ERP
    Quote is created in Bind ERP
  • Bind ERP
    Prospect is created in Bind ERP
  • Bind ERP
    Invoice is created in Bind ERP
  • Bind ERP
    Product is created in Bind ERP
  • Bind ERP
    Activity is scheduled in Bind ERP
  • Bind ERP
    Inventory is updated in Bind ERP
  • ServeManager
    New job is created in ServeManager
  • ServeManager
    New attempt is created in ServeManager
  • ServeManager
    New affidavit is created in ServeManager
  • ServeManager
    New company is created in ServeManager
  • ServeManager
    Invoice issued in ServeManager
2.
  • Bind ERP
    Create prospect in Bind ERP
  • Bind ERP
    Create activity in Bind ERP
  • 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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