ServeManager + Willo Integration

Connect ServeManager to Willo - 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. With Willo automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. And automate all the repetitive tasks between ServeManager & Willo using Integrately.

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Ready Workflows For ServeManager + Willo Integration

Just click on the workflow you want to automate

Create ServeManager note for new Willo response

Willo + ServeManager Integration

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Create ServeManager company for new Willo response

Willo + ServeManager Integration

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Create Your Own ServeManager & Willo 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
New Response is received in Willo
Triggers the automation when a response is submitted
Instant
Stage of response is changed in Willo
Triggers the automation when the stage of the response changes
Instant

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 company in Willo
Generates a new company profile with given details
Create interview in Willo
Schedules a new interview
Create invitation in Willo
Sends a new invitation

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Integrate ServeManager & Willo In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect ServeManager or Willo 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