ServeManager + Sonix Integration

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ServeManager + Sonix Integration
1.
  • ServeManager
    Job is created in ServeManager

    Triggers the automation whenever a new job is created

  • ServeManager
    Attempt is logged in ServeManager

    Triggers the automation whenever an effort to serve legal documents is initiated

  • ServeManager
    Affidavit is created in ServeManager

    Triggers the automation whenever a new affidavit is created

  • ServeManager
    Company is created in ServeManager

    Triggers the automation whenever a new company is created

  • ServeManager
    Invoice is issued in ServeManager

    Triggers the automation whenever a new invoice is issued

  • Sonix
    Transcript is completed in Sonix

    Triggers the automation whenever a transcript is completed

2.
  • ServeManager
    Create job in ServeManager

    Automatically generates new job

  • ServeManager
    Create court case in ServeManager

    Automatically generates a new court case record with relevant information

  • ServeManager
    Search court case in ServeManager

    Automatically retrieves information on a court case

  • ServeManager
    Search job in ServeManager

    Automatically searches for a job

  • ServeManager
    Create company in ServeManager

    Automatically generates a new company profile with given details

  • ServeManager
    Search company in ServeManager

    Automatically find information about a company

  • ServeManager
    Create note in ServeManager

    Automatically creates a new note in the particular format

  • Sonix
    Submit file for transcription in Sonix

    Automatically submits a file for transcription

  • Sonix
    Get transctripted file in Sonix

    Automatically retrieves a transcribed file

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