MemberVault + ServeManager Integration

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

With MemberVault automations, you can automate course enrollment, deliver automated feedback, and manage student communication effectively. 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 MemberVault + ServeManager integration.

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

Ready Workflows For MemberVault + ServeManager Integration

Just click on the workflow you want to automate

Create ServeManager company for new MemberVault product user

MemberVault + ServeManager Integration

Activate

1of1

Create Your Own MemberVault & ServeManager Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

User is added to a product in MemberVault
Triggers the automation whenever a new user is added to a product
Instant
User email consent is added in MemberVault
Triggers the automation whenever user email consent is added
Instant
Lesson is completed by user in MemberVault
Triggers the automation whenever a lesson is completed by the user
Instant
Hot lead is created in MemberVault
Triggers the automation whenever a new hot lead is created
Instant
User has reached the configured EP number in MemberVault
Triggers the automation whenever a user reaches the configured EP number
Instant
Module is completed by user in MemberVault
Triggers the automation whenever any module is successfully completed by any user
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

Add user to product in MemberVault
Automatically assigns a new user to a product
Remove user from product in MemberVault
Automatically removes a user from a product
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

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate MemberVault & 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 MemberVault or ServeManager With 1200+ Other Apps

MemberVault is your one stop shop for all your digital products needs. You can manage, deliver and track all of your courses, memberships and digital assets with ease, so you can spend more time doing what you love.

See MemberVault 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