ServeManager + Wistia Integration

Connect ServeManager to Wistia - 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. Make use of Wistia automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s ServeManager + Wistia integration.

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Ready Workflows For ServeManager + Wistia Integration

Just click on the workflow you want to automate

Create ServeManager company for new Wistia contact

Wistia + ServeManager Integration

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Create Your Own ServeManager & Wistia 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 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
Video is watched in Wistia
Triggers the automation whenever a video is watched
Visitor's email is captured in Wistia
Triggers the automation whenever a visitor's email address is captured
Visitor is added in Wistia
Video is added in Wistia
Triggers the automation whenever a new visitor is added
Project is created in Wistia
Triggers the automation whenever a new video is added

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
Create project in Wistia
Triggers the automation whenever a new project is created

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Integrate ServeManager & Wistia 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 Wistia 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

Get more views, leads and sales from your videos. Wistia automatically records detailed video analytics (for example, when viewers pause or rewind) to help you understand what's working (and what isn't).

See Wistia Integrations