ServeManager + Zengine Integration

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Create Your Own ServeManager & Zengine 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
Record is created in Zengine
Triggers the automation whenever a new record is created
Instant
Record is updated in Zengine
Triggers the automation whenever a record is modified
Instant
Task is created in Zengine
Automatically updates a record with new information
Instant
Event is created in Zengine
Triggers the automation whenever a new event is created
Instant

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 record in Zengine
Automatically creates a new record
Delete record in Zengine
Automatically deletes a record
Update record in Zengine
Automatically uploads a file to a designated field
Upload file to field in Zengine

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Want to automate something else in your workflow?

You Can Also Connect ServeManager or Zengine 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

Zengine delivers customized, end-to-end solutions to solve mission critical problems for our clients. We aim to help non-profits and government entities run their programs better with less effort and more impact.

See Zengine Integrations