Integration
Connect Romify and ServeManager
When Lead Scanned fires in Romify, your agent runs Create Invoice in ServeManager, or New Attempt in ServeManager to Get Lead in Romify. 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 Romify 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Romify and ServeManager can do together
From Romify to ServeManager
When Lead Scanned in Romify
then Create Invoice in ServeManager
When Lead Scanned in Romify
then Create Payment in ServeManager
From ServeManager to Romify
When New Attempt in ServeManager
then Get Lead in Romify
When New Company in ServeManager
then List Example Leads in Romify
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 Romify and ServeManager
Triggers and actions 6 triggers · 24 actions
Trigger
Lead ScannedTriggers when a lead is scanned or edited in Romify.
Action
Get LeadReturns one Romify lead by its ID, with contact details and qualifying answers.
Action
List EventsReturns your Romify events in a date range.
Action
List Example LeadsReturns randomized example leads for the flows set up in your Romify Hub.
Action
List LeadsReturns Romify leads for an event, or across all events in a date range.
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 AttemptLogs a service attempt on an existing job: the serve type, when it happened, who was served and at which address.
Action
Create CompanyCreates a company (client, law firm or process server) in ServeManager, optionally with a primary contact, address, email and phone.
Action
Create CourtCreates a court location with its branch name, county and address.
Action
Create Court CaseCreates a court case with its plaintiff, defendant, case number, dates and court location.
Action
Create InvoiceCreates an invoice on a job with one line item.
Action
Create JobCreates 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 PaymentRecords a payment on an invoice. Each call adds a new payment, so check the invoice's existing payments before retrying.
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 CompanyReturns one ServeManager company by ID, with its contacts, addresses, phone numbers and emails.
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
Update JobUpdates 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 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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Questions
Romify and ServeManager, answered
What can start an automation from Romify?
Any of Romify's 1 trigger in the catalog, including Lead Scanned. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ServeManager when something happens in Romify?
Any of ServeManager's 20 actions, including Create Attempt, Create Company, Create Court and Create Court Case. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ServeManager to Romify?
Yes. When something happens in ServeManager, your agent can act in Romify too. This page covers both directions: ServeManager's triggers and Romify's actions are listed here as well.
Do I have to build a connector for Romify 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 Romify 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.