Retently + ServeManager Integration

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

With Retently automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. 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 Retently & ServeManager using Integrately.

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Ready Workflows For Retently + ServeManager Integration

Just click on the workflow you want to automate

Create ServeManager company for new Retently response

Retently + ServeManager Integration

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Create ServeManager note for new Retently response

Retently + ServeManager Integration

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Create Your Own Retently & ServeManager Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Survey response is created in Retently
Triggers the automation whenever a survey response is submitted
Customer is created in Retently
Triggers the automation whenever a new customer is created
Company is created in Retently
Triggers the automation whenever a new company is created
Overall metric score is updated in Retently
Triggers the automation whenever the overall metric score is updated
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

Unsubscribe customer in Retently
Automatically removes customer from mailing list
Create or Update customer in Retently
Automatically creates or updates a customer record
Search customer by email in Retently
Automatically searches for a customer by their email address
Tag a survey response in Retently
Automatically tags a survey response
Search company in Retently
Automatically find information about a company
Create customer and Send survey in Retently
Automatically creates a new customer record and sends a survey to the customer
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

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Integrate Retently & 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 Retently or ServeManager With 1200+ Other Apps

Retently is a survey tool that helps you measure customer satisfaction and collect valuable feedback. With the help of our surveys, you can improve your product or service, as well as provide excellent support.

See Retently 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