Coda + ServeManager Integration

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

Leverage Coda automations to effortlessly import, transform, and analyze data from various sources. 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 Coda & ServeManager using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Coda + ServeManager Integration

Just click on the workflow you want to automate

Create ServeManager company for new Coda row

Coda + ServeManager Integration

Activate

Create Coda row for new ServeManager company

ServeManager + Coda Integration

Activate

1of1

Create Your Own Coda & ServeManager Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Row is created in Coda
Triggers the automation when a new row is added to a spreadsheet
Row is created or updated in Coda
Triggers the automation when a row is created or updated
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 row in Coda
Adds a new row to a designated dataset
Upsert row in Coda
Updates existing rows or insert new rows
Update row in Coda
Updates a specified row in a spreadsheet or database
Copy doc in Coda
Duplicates a document to a new location
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

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Coda & ServeManager In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Coda or ServeManager With 1200+ Other Apps

Coda blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas. It enables you to work faster and smarter, get organized, and focus on what matters.

See Coda Integrations

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