Deskera + ServeManager Integration

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

Set up Deskera automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. 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 Deskera & ServeManager using Integrately.

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Ready Workflows For Deskera + ServeManager Integration

Just click on the workflow you want to automate

Create Deskera contact from new ServeManager company

If you have created a company in ServeManager, it's important to create a contact in Deskera. 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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Create Deskera account for new ServeManager company

ServeManager + Deskera Integration

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Create Your Own Deskera & 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 Deskera
Triggers the automation when a new contact is created
CRM Contact is created in Deskera
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
Instant
Product is created in Deskera
Triggers the automation when a new product is created
Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
Instant
Payment entry is created in Deskera
Triggers the automation when a payment entry is created
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

Search invoice in Deskera
Searches for an invoice
Create payment entry in Deskera
Creates a new payment entry
Create contact in Deskera
Adds a new contact to the database
Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
Create crm contact in Deskera
Search contact in Deskera
Finds and retrieves contact information
Search CRM contact in Deskera
Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
Search product in Deskera
Searches for a product
Create product in Deskera
Generates and launch new products
Create account in Deskera
Generates a new account
Search account in Deskera
Searches for account information
Create quotation in Deskera
Generates a new quotation with predefined details
Update contact in Deskera
Updates contact information with new details
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 Deskera & ServeManager In 1 Click
And Save Time & Money Both

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

Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.

See Deskera 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