ServeManager + Vectera Integration

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

Make use of ServeManager automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage Vectera automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Skip the manual back and forth! Easily automate the flow of data between ServeManager & Vectera using Integrately.

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Ready Workflows For ServeManager + Vectera Integration

Just click on the workflow you want to automate

Create Vectera meeting for new ServeManager company

ServeManager + Vectera Integration

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Create Your Own ServeManager & Vectera Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Job is created in ServeManager
Triggers the automation when a new job is created
Attempt is logged in ServeManager
Triggers the automation when an effort to serve legal documents is initiated
Affidavit is created in ServeManager
Triggers the automation when a new affidavit is created
Company is created in ServeManager
Triggers the automation when a new company is created
Invoice is issued in ServeManager
Triggers the automation when a new invoice is issued

Create job in ServeManager
Generates new job
Create court case in ServeManager
Generates a new court case record with relevant information
Search court case in ServeManager
Retrieves information on a court case
Search job in ServeManager
Searches for a job
Create company in ServeManager
Generates a new company profile with given details
Search company in ServeManager
Finds information about a company
Create note in ServeManager
Creates a new note in the particular format
Create meeting room in Vectera
Creates a new virtual meeting room
Update meeting room in Vectera
Revise the meeting room details
Reset meeting room in Vectera
Resets a meeting room
Delete meeting room in Vectera
Deletes the designated meeting room from the system

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Integrate ServeManager & Vectera In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect ServeManager or Vectera With 1200+ 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

Vectera creates the meeting room of tomorrow. You can share screens, control slides and applications from your phone or tablet, and work together with other participants - even if they are not co-located.

See Vectera Integrations