Automate Tasks with Zapier and ServeManager

You can do so much more with ServeManager by connecting it to the other apps you use like Dropbox, Formstack, and MailChimp to automate the tedious tasks in your workflow.

What is Zapier?
Zapier is a task automation app that lets you automate parts of your business. A Zap is a blueprint for a task you want to do over and over, usually by connecting two or more apps together. Zapier supports hundreds of apps - many of which you can connect to ServeManager.

Feel free to explore the ServeManager Zap templates available in Zapier (also listed below), or get fancy and create your own! Simple Zaps don’t require a paid Zapier account, but some of the more complex one’s do. Start your free Zapier trial here.

Simple ServeManager Zap Templates


Suggested & Advanced ServeManager Zaps

Connecting your ServeManager Account in Zapier

Step 1: Register for a Zapier Account

As with many of the 3rd party applications you can integrate with ServeManager, this integration requires a Zapier account. Some Zaps require a paid account, but since this one is pretty straight forward (only two steps) you can get away with the free account. 

Step 2: Connect your ServeManager Account in Zapier

Before you connect your ServeManager account in Zapier, you will need to request an API key from us. Once you have that, navigate to the "Connected Accounts" page in Zapier and search for "ServeManager".

connected accounts in zapier

From there, you'll be shown a screen where you'll have to enter the ServeManager API key. 

zapier connect sm api