Create integrations between ServeManager and OpenPhone to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Invoice Issued
Triggers when an invoice is issued.
Try It - New Attempt
Triggers when a new attempt is logged.
Try It - New Job
Triggers when new job is created.
Try It - Number
- Plaintiff
- Defendant
- Court Date
- Filed Date
- New Affidavit
Triggers when a new affidavit document is created.
Try It - New Company
Triggers when a new company is created.
Try It - Company NameRequired
- Contact First NameRequired
- Contact Last Name
- Contact Phone
- Contact Email
- Contact Primary
- Type of UploadRequired
- Document TitleRequired
- URL of the FileRequired
- Filename (advanced)
- JobRequired
Related categories
Related categories