Connect Financial Cents and ServeManager

Both apps 42Financial Cents 17ServeManager 25

• Trigger
  New Client

  Triggers when a new client is added in Financial Cents.

• Trigger
  New Contact

  Triggers when a new contact is added to a client in Financial Cents.

• Trigger
  New project

  Triggers when a new project is created in Financial Cents.

• Action
  Create Client

  Creates a new client in Financial Cents, optionally with a primary contact person.

• Action
  Create Contact

  Creates a contact person under a client in Financial Cents and returns the new contact.

• Action
  Create Project

  Creates a new project in Financial Cents from one of your project templates, optionally assigning it to a client, reviewer and team member.

• Action
  Delete client

  Deletes a client from Financial Cents.

• Action
  Delete contact

  Deletes a contact from Financial Cents.

• Action
  Find Client

  Finds clients whose name matches the text you supply, returning the matching clients with their contacts and groups.

• Action
  Find Contact

  Finds contacts whose name or email matches the value you search for, returning the matching contacts with their client.

• Action
  Find projects

  Finds projects whose title matches the search text, returning the matching projects and the first match's id.

• Action
  Find Template

  Finds project templates whose title matches the text you give.

• Action
  Find users

  Finds users on your Financial Cents team whose details match the search terms.

• Action
  Get client

  Returns a single client by its id, including the client's contacts.

• Action
  Get contact

  Returns a single contact by its id, including its name, email and associated clients.

• Action
  Update client

  Renames an existing client in Financial Cents and returns the updated client record.

• Action
  Update Contact

  Updates an existing contact's name, email, phone numbers, address or notes. 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.