Open matters from forms

When a qualified intake arrives in SureForms, create a matter in ServeManager.

Try:

See all SureForms + ServeManager integrations or talk to a human

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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.

SureForms Explore SureForms →

Triggers

New form response

Fires when a form is submitted in SureForms.

Survey completed

Fires when a respondent finishes a survey in SureForms.

Response updated

Fires when an existing response is edited in SureForms.

Actions

Create or update form

Creates or updates a form or survey in SureForms.

Retrieve a response

Looks up a specific form response in SureForms.

Add a respondent

Adds a respondent or contact to a form in SureForms.

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.

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

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

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

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FAQ

Common questions

Can Knit build “Open matters from forms” between SureForms and ServeManager?

Yes — describe it in the box above and Knit's Integrations Agent researches SureForms and ServeManager'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 SureForms, 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.