ServeManager Jotform

ServeManager + Jotform Integrations, Built by an AI Agent

Put ServeManager + Jotform to work with AI and enterprise-grade automation

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See the kind of workflows teams build with ServeManager and Jotform below — describe the exact one you want above and the Agent builds it on demand.

ServeManager + Jotform When a new affidavit is generated in ServeManager, sync submission data to Jotform. See details
Create contacts from intake When an intake form is submitted in Jotform, create a contact in ServeManager. See details
Open matters from forms When a qualified intake arrives in Jotform, create a matter in ServeManager. See details
Log time from forms When a time form is submitted in Jotform, create a time entry in ServeManager. See details

Browse the full workflow library →

Looking to achieve something else with ServeManager and Jotform?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for ServeManager and Jotform

Everything ServeManager and Jotform can do inside a workflow — the triggers that start one and the actions that run when it fires.

ServeManager Explore ServeManager →

A management platform built for legal process servers to manage service jobs, issue invoices, and track status updates.

Triggers
Invoice Issued

Triggers when an invoice is issued.

New Affidavit

Triggers when a new affidavit document is created.

New Attempt

Triggers when a new attempt is logged.

New Company

Triggers when a new company is created.

New Job

Triggers when new job is created.

Actions
Create Company

Creates a new company.

Create Court Case

Creates a Court Case.

Upload File

Upload a file to an existing job.

Create Job

Creates a new job.

Create Note

Create a new note on a job.

Jotform Explore Jotform →

Jotform is an online form builder that allows users to create custom forms for collecting data, payments, and signatures.

Triggers
New Submission

Triggers when a new submission has been added to a specific form.

New Signed Document

Triggers when a signed document is received.

Actions
Assign Form

Invite assignees to complete your form

Assign Prefilled Form

Invite assignees to complete your pre-populated form

Create Submission

Generate a new submission for your form

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about ServeManager + Jotform

Is there a pre-built ServeManager + Jotform automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ServeManager and Jotform's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built ServeManager or Jotform connector?

No. The Agent works whether or not ServeManager or Jotform already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build 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 Jotform, 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.

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