ServeManager + WaTrend Integration

Connect ServeManager to WaTrend - 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. Set up WaTrend automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. And automate all the repetitive tasks between ServeManager & WaTrend using Integrately.
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ServeManager + WaTrend 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

  • WaTrend
    Message is received in WaTrend

    Triggers the automation whenever a new message is received

    Instant
  • WaTrend
    Group message is received in WaTrend

    Triggers the automation whenever a group message is received

    Instant
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

  • WaTrend
    Send text in WaTrend

    Automatically sends a reply

  • WaTrend
    Send file in WaTrend

    Automatically share the particular file with a designated recipient

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