ServeManager + QuickFile Integration

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

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Ready workflows for ServeManager + QuickFile Integration

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Create QuickFile client from new ServeManager company

If you have created a company in ServeManager, it's important to create a client in QuickFile. 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 Your Own ServeManager & QuickFile Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between ServeManager & QuickFile

Create Automation

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New job is created in ServeManager
New attempt is created in ServeManager
New affidavit is created in ServeManager
New company is created in ServeManager
Invoice issued in ServeManager

Create job in ServeManager
Create court case in ServeManager
Search court case in ServeManager
Search job in ServeManager
Create company in ServeManager
Search company in ServeManager
Create note in ServeManager
Create client in QuickFile
Search client in QuickFile
Create invoice in QuickFile
Get invoices by ID in QuickFile
Create item in QuickFile
Create bank entry in QuickFile

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Zapier

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate ServeManager & QuickFile with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect ServeManager or QuickFile With 1100+ Other Apps

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

QuickFile allows you to manage your accounts and bookkeeping in the cloud. It lets you quickly record transactions, create invoices and produce financial reports. All of this can be done anywhere with an internet connection - even on mobile devices!

See QuickFile Integrations