Integration
Connect ConvertFlow and ServeManager
When Contact Created or Updated fires in ConvertFlow, your agent runs Upload File in ServeManager, or New Attempt in ServeManager to Create or Update Contact in ConvertFlow. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want ConvertFlow and ServeManager to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What ConvertFlow and ServeManager can do together
From ConvertFlow to ServeManager
When Contact Created or Updated in ConvertFlow
then Upload File in ServeManager
When New Campaign in ConvertFlow
then Create Company in ServeManager
From ServeManager to ConvertFlow
When New Attempt in ServeManager
then Create or Update Contact in ConvertFlow
When New Company in ServeManager
then Find Contact in ConvertFlow
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with ConvertFlow and ServeManager
Triggers and actions 7 triggers · 23 actions
Trigger
Contact Created or UpdatedTriggers when a ConvertFlow contact is created or updated.
Trigger
New CampaignTriggers when a new campaign is created in ConvertFlow.
Action
Archive CampaignArchives a ConvertFlow campaign so visitors no longer see it.
Action
Create or Update ContactCreates a contact in ConvertFlow, or updates the existing contact with the same email.
Action
Delete ContactPermanently deletes a ConvertFlow contact by email address, for data compliance requests.
Action
Find ContactFinds ConvertFlow contacts by email address or contact ID.
Action
Get CampaignReturns one ConvertFlow campaign by ID, with its format, live state and page settings.
Action
Get Campaign PerformanceReturns performance metrics for one ConvertFlow campaign and its variants over a chosen timeframe.
Action
List CampaignsReturns the website's ConvertFlow campaigns, optionally filtered by status, one page at a time.
Action
List SegmentsReturns the website's ConvertFlow audience segments and their conditions, optionally filtered by name.
Action
List WebsitesReturns the websites your ConvertFlow API token can access, with their IDs and account names.
Action
Publish CampaignPublishes a ConvertFlow campaign's latest changes so visitors see them.
Action
Update CampaignUpdates a ConvertFlow campaign's name, format, page path and SEO settings. Only the fields you fill in change.
Trigger
Invoice IssuedTriggers when an invoice is issued.
Trigger
New AttemptTriggers when a new service attempt is logged on any job.
Trigger
New CompanyTriggers when a new company is added in ServeManager.
Trigger
New JobTriggers when a new job is created in ServeManager.
Trigger
New NoteTriggers when a new note is added to any job.
Action
Cancel JobCancels a job and records a cancellation note on it.
Action
Create CompanyCreates a company (client, law firm or process server) in ServeManager, optionally with a primary contact, address, email and phone.
Action
Delete AttemptDeletes a service attempt.
Action
Find CompanyFinds ServeManager companies by a text search over company and contact details, most reliably a full email address.
Action
Find Court CaseFinds court cases by case number, plaintiff, defendant or court branch name.
Action
Find JobFinds jobs by a text search over company names, recipients, zip codes and other job details.
Action
Get AttemptReturns one service attempt by ID, including serve type, outcome, recipient and address.
Action
Get Court CaseReturns one court case by ID, including its plaintiff, defendant, case number and court.
Action
Get JobReturns one ServeManager job by its ID, including recipient, status and client details.
Action
List EmployeesLists the employees on your ServeManager account with their contact details and permission level.
Action
Update CompanyUpdates a company's name, type, website or note. An address given here is added to the company; existing addresses are kept.
Action
Upload FileAttaches 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.
Each app on its own
Reviews
What our customers say
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More into ServeManager
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Questions
ConvertFlow and ServeManager, answered
What can start an automation from ConvertFlow?
Any of ConvertFlow's 2 triggers in the catalog, including Contact Created or Updated and New Campaign. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ServeManager when something happens in ConvertFlow?
Any of ServeManager's 12 actions, including Create Company, Update Company, Upload File and Find Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ServeManager to ConvertFlow?
Yes. When something happens in ServeManager, your agent can act in ConvertFlow too. This page covers both directions: ServeManager's triggers and ConvertFlow's actions are listed here as well.
Do I have to build a connector for ConvertFlow or ServeManager?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use ConvertFlow and ServeManager without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.