When new affidavit in ServeManager, sync it to Cognito Forms.

When a new affidavit is logged in ServeManager, sync form records to Cognito Forms.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

ServeManager Explore ServeManager →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in ServeManager.

New lead

Fires when a new client lead is added in ServeManager.

Invoice issued

Fires when a client invoice is issued in ServeManager.

Actions

Create matter

Opens a new case or matter in ServeManager.

Create contact

Adds a client, company or contact in ServeManager.

Create time entry

Logs billable time against a matter in ServeManager.

Cognito Forms Explore Cognito Forms →

Triggers

New form response

Fires when a form is submitted in Cognito Forms.

Survey completed

Fires when a respondent finishes a survey in Cognito Forms.

Response updated

Fires when an existing response is edited in Cognito Forms.

Actions

Create or update form

Creates or updates a form or survey in Cognito Forms.

Retrieve a response

Looks up a specific form response in Cognito Forms.

Add a respondent

Adds a respondent or contact to a form in Cognito Forms.

Create contacts from intake When an intake form is submitted in Cognito Forms, create a contact in ServeManager. See details

Open matters from forms When a qualified intake arrives in Cognito Forms, create a matter in ServeManager. See details

Log time from forms When a time form is submitted in Cognito Forms, create a time entry in ServeManager. See details

See all ServeManager + Cognito Forms integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new affidavit in ServeManager, sync it to Cognito Forms.” between ServeManager and Cognito Forms?

Yes — describe it in the box above and Knit's Integrations Agent researches ServeManager and Cognito Forms's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can an intake form create a matter?

Yes. When an intake form is submitted in Cognito Forms, ServeManager can create the contact and matter.

What details carry over?

Answers such as the client's name, contact details and case type map to fields in ServeManager.