Cobot + ServeManager Integration

Connect Cobot to ServeManager - Automate your workflows in 1-click

Leverage Cobot automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Make use of ServeManager automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Cobot & ServeManager using Integrately.

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Ready Workflows For Cobot + ServeManager Integration

Just click on the workflow you want to automate

Create ServeManager note for new Cobot event

Cobot + ServeManager Integration

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Create Your Own Cobot & ServeManager Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Booking is made in Cobot
Triggers the automation when a booking is made
Instant
Invoice is created in Cobot
Triggers the automation when any invoice is added or modified
Instant
Membership is created in Cobot
Triggers the automation when a new membership is created
Instant
Membership is confirmed in Cobot
Triggers the automation when a membership is confirmed
Instant
Membership is canceled in Cobot
Triggers the automation when a membership is canceled
Instant
Membership is uncanceled in Cobot
Triggers the automation when a previously canceled membership has been resumed
Instant
Membership is reactivated in Cobot
Triggers the automation when a membership is reactivated
Instant
Membership cancellation date is reached in Cobot
Triggers the automation when the membership reaches its expiration date
Instant
Membership plan is changed in Cobot
Triggers the automation when a membership plan is updated
Instant
Membership is deleted in Cobot
Triggers the automation when a membership is deleted
Instant
User is connected to membership in Cobot
Triggers the automation when a user is connected to a membership
Instant
Job is created in ServeManager
Triggers the automation when a new job is created
Attempt is logged in ServeManager
Triggers the automation when an effort to serve legal documents is initiated
Affidavit is created in ServeManager
Triggers the automation when a new affidavit is created
Company is created in ServeManager
Triggers the automation when a new company is created
Invoice is issued in ServeManager
Triggers the automation when a new invoice is issued

Create job in ServeManager
Generates new job
Create court case in ServeManager
Generates a new court case record with relevant information
Search court case in ServeManager
Retrieves information on a court case
Search job in ServeManager
Searches for a job
Create company in ServeManager
Generates a new company profile with given details
Search company in ServeManager
Finds information about a company
Create note in ServeManager
Creates a new note in the particular format

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Integrate Cobot & ServeManager In 1 Click
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You Can Also Connect Cobot or ServeManager With 1200+ Other Apps

Coworking is a new way of working. Cobot helps you manage your coworking space more efficiently, offering an affordable solution for managing bookings, billing, member management and communication.

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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.

See ServeManager Integrations