Gist + ServeManager Integration

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

With Gist automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Make use of ServeManager automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Gist + ServeManager integration.

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Ready Workflows For Gist + ServeManager Integration

Just click on the workflow you want to automate

Create ServeManager company for new Gist contact

Gist + ServeManager Integration

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Create Your Own Gist & 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 Gist
Triggers the automation whenever a new contact is created
Tag is added to contact in Gist
Triggers the automation whenever a tag is added
Instant
Contact is updated in Gist
Triggers the automation whenever a contact is updated
Subscribed to a campaign in Gist
Triggers the automation whenever someone subscribes to a campaign
Instant
Unsubscribed from campaign in Gist
Triggers the automation whenever any user submits form to opts out of future communications
Instant
Tag is removed from contact in Gist
Triggers the automation whenever a tag is added
Instant
Performed an event in Gist
Triggers the automation whenever an event is performed
Instant
Form is created in Gist
Triggers the automation whenever a new form is created
Campaign is created in Gist
Triggers the automation whenever a new campaign is created
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 or Update Contact in Gist
Automatically adds or update contact information
Search contact in Gist
Automatically finds and retrieves contact information
Get contact by id in Gist
Automatically retrieves a contact's information based on their ID
Add tag to an existing contact in Gist
Automatically adds a tag to a contact
Remove tag from existing contact in Gist
Automatically untag the contact
Subscribe to a campaign in Gist
Automatically subscribes to a campaign
Unsubscribe from a campaign in Gist
Automatically removes user from the particular campaign's mailing list
Search campaign in Gist
Automatically searches for a campaign
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

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

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

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

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

Gist lets you automate your marketing campaigns with ease without any code or technical skills required. Make your life easier by managing customer support through live chat, surveys and smart forms on a single dashboard.

See Gist 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