Clio integration with ServeManager
How to Create ServeManager jobs from new Clio matters
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create ServeManager jobs from new Clio matters" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ServeManager integrations
ServeManager actions
Nekton can use any feature that is available in ServeManager API.
Using our advanced AI, you can easily create custom automations for ServeManager.
Here are some typical actions you can do in your automated workflows.
Create Court Case
Creates a Court Case.
Create Job
Creates a new job.
Find Company
Find an existing company.
Find Job
Finds an existing job.
Find or Create Court Case
Find or Create Court Case
Create Company
Creates a new company.
About ServeManager
ServeManager provides process servers with the tools they need run their business, while giving their law firm clients a dashboard to track the status and activity associated with service of process.