Connect Bowimi and ServeManager

Both apps 40Bowimi 15ServeManager 25

• Trigger
  New Contact Activity

  Triggers when a new contact is added to a Bowimi location or company.

• Trigger
  New Listing Type Activity

  Triggers when a product's listing type changes at a Bowimi location or company.

• Trigger
  New Order Activity

  Triggers when a new order is placed in Bowimi.

• Trigger
  New Product Status Activity

  Triggers when a product's status changes at a Bowimi location or company.

• Trigger
  New Survey Activity

  Triggers when a new survey response is submitted in Bowimi.

• Trigger
  New Tag Activity

  Triggers when a tag is added to or removed from a Bowimi location or company.

• Trigger
  New Task Activity

  Triggers when a new task is created in Bowimi.

• Action
  Delete Task

  Deletes a Bowimi task.

• Action
  Find Contacts

  Searches Bowimi contacts by name, email address or phone number and returns the matches.

• Action
  Get Current User

  Returns the Bowimi user the API key belongs to: their ID, name and email.

• Action
  Get Location

  Finds the first Bowimi location matching a search term and returns its details.

• Action
  Remove Tag From Location or Company

  Removes a tag from a Bowimi location or company.

• Action
  Tag Location or Company

  Adds a tag to a Bowimi location or company.

• Action
  Update Location

  Updates a Bowimi location's name, address, account number or notes. Fields left blank are not changed.

• Action
  Update Task

  Updates a Bowimi task's title, description, start or due date. Fields left blank are not changed.

• Trigger
  Invoice Issued

  Triggers when an invoice is issued.

• Trigger
  New Attempt

  Triggers when a new service attempt is logged on any job.

• Trigger
  New Company

  Triggers when a new company is added in ServeManager.

• Trigger
  New Job

  Triggers when a new job is created in ServeManager.

• Trigger
  New Note

  Triggers when a new note is added to any job.

• Action
  Cancel Job

  Cancels a job and records a cancellation note on it.

• Action
  Create Attempt

  Logs a service attempt on an existing job: the serve type, when it happened, who was served and at which address.

• Action
  Create Company

  Creates a company (client, law firm or process server) in ServeManager, optionally with a primary contact, address, email and phone.

• Action
  Create Court

  Creates a court location with its branch name, county and address.

• Action
  Create Court Case

  Creates a court case with its plaintiff, defendant, case number, dates and court location.

• Action
  Create Invoice

  Creates an invoice on a job with one line item.

• Action
  Create Job

  Creates a service-of-process job with its recipient, service address, client, process server, court case and an optional document to be served from a URL.

• Action
  Create Payment

  Records a payment on an invoice. Each call adds a new payment, so check the invoice's existing payments before retrying.

• Action
  Delete Attempt

  Deletes a service attempt.

• Action
  Find Company

  Finds ServeManager companies by a text search over company and contact details, most reliably a full email address.

• Action
  Find Court Case

  Finds court cases by case number, plaintiff, defendant or court branch name.

• Action
  Find Job

  Finds jobs by a text search over company names, recipients, zip codes and other job details.

• Action
  Get Attempt

  Returns one service attempt by ID, including serve type, outcome, recipient and address.

• Action
  Get Company

  Returns one ServeManager company by ID, with its contacts, addresses, phone numbers and emails.

• Action
  Get Court Case

  Returns one court case by ID, including its plaintiff, defendant, case number and court.

• Action
  Get Job

  Returns one ServeManager job by its ID, including recipient, status and client details.

• Action
  List Employees

  Lists the employees on your ServeManager account with their contact details and permission level.

• Action
  Update Company

  Updates a company's name, type, website or note. An address given here is added to the company; existing addresses are kept.

• Action
  Update Job

  Updates a job's status, due date, instructions, client job number or assignments. An address given here is added to the job's service addresses.

• Action
  Upload File

  Attaches a file from a public URL to an existing job, either as a document to be served or as a miscellaneous attachment. ServeManager downloads the file itself.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.