Connect NOAN and ServeManager

Both apps 49NOAN 24ServeManager 25

• Trigger
  Created or Updated Asset

  Triggers when an asset is created or a new version of it is saved.

• Trigger
  New Contact

  Triggers when a new contact is added to your NOAN network.

• Trigger
  New Task

  Triggers when a new task is added to your NOAN board.

• Action
  Add asset

  Creates a new content asset with its first version, optionally recording the prompt that produced it and attaching tags.

• Action
  Add Memo to Contact

  Adds a memo to an existing contact.

• Action
  Add stack

  Creates a new custom stack in NOAN with one or more blocks (topics) inside it.

• Action
  Add tag

  Creates a tag with usage instructions in NOAN, or returns the existing tag if one with the same name already exists.

• Action
  Add task comment

  Adds a comment to a task, such as a progress update, question or handoff note.

• Action
  Create Block Fact Entry

  Writes a new version of a block's fact; the previous version is kept in history.

• Action
  Create Contact

  Creates a contact in your NOAN network.

• Action
  Create Note

  Creates a note in your NOAN project.

• Action
  Create Task

  Creates a task on your NOAN board.

• Action
  Find Block

  Finds knowledge blocks by title or slug.

• Action
  Find Contact

  Finds contacts in your NOAN network by name or email.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  List assets

  Returns the content assets stored in NOAN, optionally filtered by tag and sorted by creation or update time.

• Action
  List Facts

  Returns the current verified facts, optionally for one block.

• Action
  List insights

  Returns issues NOAN found in your fact layer, such as overlapping facts, unconnected facts and missing business topics, each with a suggested fix.

• Action
  List notes

  Returns the free-standing notes in your NOAN project, such as meeting summaries and research findings.

• Action
  List stacks

  Returns the stacks in your NOAN project along with the blocks each one contains, optionally filtered by slug, title, custom-only or in-use-only.

• Action
  List tags

  Returns all tags in the NOAN project, including each tag's usage instructions for when it should be applied.

• Action
  List tasks

  Returns the tasks on the NOAN board, optionally filtered by completion, status, tag or external ID.

• Action
  Update Contact

  Updates an existing contact's details. Only the fields you fill in are changed.

• Action
  Update Task

  Updates a task's title, details, due date or status.

• 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.