Crisp + ServeManager Integration

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Create Your Own Crisp & ServeManager Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Crisp
Triggers the automation whenever a new contact is created
Instant
Contact is updated in Crisp
Triggers the automation whenever a contact is updated
Instant
Message is received in Crisp
Triggers the automation whenever a new message is received
Instant
Conversation session is updated in Crisp
Triggers the automation whenever a conversation session is updated
Instant
Conversation custom data is updated in Crisp
Triggers the automation whenever custom data is updated during a conversation
Instant
Conversation status is changed in Crisp
Triggers the automation whenever there is a change in the conversation status
Instant
Message is sent in Crisp
Triggers the automation whenever a new message is sent
Instant
Conversation is created in Crisp
Triggers the automation whenever a new conversation is created
Instant
Job is created in ServeManager
Triggers the automation whenever a new job is created
Attempt is logged in ServeManager
Triggers the automation whenever an effort to serve legal documents is initiated
Affidavit is created in ServeManager
Triggers the automation whenever a new affidavit is created
Company is created in ServeManager
Triggers the automation whenever a new company is created
Invoice is issued in ServeManager
Triggers the automation whenever a new invoice is issued

Create contact in Crisp
Automatically adds a new contact to the database
Search contact in Crisp
Automatically finds and retrieves contact information
Update contact in Crisp
Automatically updates contact information with new details
Add a user event in Crisp
Automatically adds a new user event
Search conversation in Crisp
Automatically searches for keywords within a conversation
Set contact custom data in Crisp
Automatically sets custom data for a contact
Create job in ServeManager
Automatically generates new job
Create court case in ServeManager
Automatically generates a new court case record with relevant information
Search court case in ServeManager
Automatically retrieves information on a court case
Search job in ServeManager
Automatically searches for a job
Create company in ServeManager
Automatically generates a new company profile with given details
Search company in ServeManager
Automatically find information about a company
Create note in ServeManager
Automatically creates a new note in the particular format

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

Crisp is a unified communication platform that offers live chat, email, messenger, SMS and Twitter all on one interface. The app helps enterprises improve customer engagement through a coordinated effort of their entire support team.

See Crisp 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