QuickFile + ServeManager Integration

Connect QuickFile to ServeManager in 1 click

Integrate QuickFile + ServeManager For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular QuickFile + ServeManager Workflows

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 QuickFile & ServeManager Integration Without Any Code

Create Custom Workflow

Job is created in ServeManager
Attempt is logged in ServeManager
Affidavit is created in ServeManager
Company is created in ServeManager
Invoice is issued 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
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

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

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

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