Connect ServeManager to EZ Texting

Both apps 32ServeManager 17EZ Texting 15

• 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 Contacts to Group

  Adds contacts to an EZ Texting contact group by phone number.

• Action
  Add Message Template

  Create a new message template.

• Action
  Create Group

  Creates new group

• Action
  Create/Update Contact

  Creates a contact with the given phone number, or updates the existing contact that has that phone number.

• Action
  Delete Contact

  Deletes a contact from your EZ Texting contact list by phone number.

• Action
  Delete Group

  Delete a contact group by id.

• Action
  Get Contact

  Get a single EZ Texting contact by phone number.

• Action
  Get Group

  Get a single contact group by its id.

• Action
  Get Message

  Get details about a sent message: its recipients (groups and individual contacts), recipient count, credits used, sending number, send date and type.

• Action
  List Contacts

  Lists contacts in your EZ Texting account, optionally filtered by name, phone, email, source, opt-out status or group.

• Action
  List Groups

  List contact groups in your EZ Texting account, optionally filtered by name.

• Action
  List Messages

  List messages in the EZ Texting account, optionally filtered by number, direction, status, type, text or sent date.

• Action
  List Message Templates

  List message templates matching provided filters.

• Action
  Send Message

  Sends an SMS or MMS text message to phone numbers and/or contact groups, immediately or at a scheduled time.

• Action
  Update Group

  Update an existing contact group.

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