Connect ServeManager to Elastic Security

Both apps 27ServeManager 17Elastic Security 10

• 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 Company

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

• 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 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
  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.

• Action
  Add case comment

  Adds a user comment, or attaches an alert, to an existing Elastic Security case and returns the updated case.

• Action
  Add detection rule

  Creates a detection rule in Elastic Security (custom query, EQL, ES|QL, threshold, indicator match, new terms, saved query or machine learning).

• Action
  Add exception list item

  Creates an exception item in an existing Elastic Security exception list, so matching events stop producing detection alerts.

• Action
  Delete detection rule

  Deletes a detection rule, identified by its internal id or its stable rule ID, and returns the deleted rule.

• Action
  Find cases

  Searches cases by text in their title or description, optionally narrowed by status, severity, tags, owner, assignee, reporter, category or creation date.

• Action
  Find detection rules

  Finds detection rules in Elastic Security matching a filter, such as by name, tag or enabled state.

• Action
  Get detection rule

  Returns a detection rule's full details, looked up by its internal id or its stable rule_id.

• Action
  Get exception list item

  Returns one exception list item, looked up by its id or its human-readable item ID.

• Action
  Update case

  Updates an existing case's title, description, status, severity, tags, assignees and other fields.

• Action
  Update detection rule

  Updates selected settings of an existing detection rule, leaving any setting you leave blank unchanged. Returns the updated rule.

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