Connect ServeManager to PDF Generator API

Both apps 33ServeManager 17PDF Generator API 16

• 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 form

  Create a new form.

• Action
  Add template

  Creates a new template in the workspace of the connected account. Leave the layout and pages blank to create an empty template you can design later in the editor.

• Action
  Add workspace

  Creates a regular workspace with the identifier you supply.

• Action
  Convert HTML to PDF

  Converts HTML content to a PDF document and returns it base64-encoded.

• Action
  Convert URL to PDF

  Convert a web page URL to a PDF.

• Action
  Delete document

  Delete a stored document from PDF Generator API's Document Storage.

• Action
  Delete template

  Deletes a template from the workspace.

• Action
  Generate document

  Merges a template with your data and returns the generated document as base64 content or a temporary public URL.

• Action
  Generate QR code

  Generate a QR code image asset.

• Action
  Get document

  Returns a document stored in Document Storage: its public URL and file details.

• Action
  Get template

  Returns the configuration of a template: name, tags, draft status, layout, pages and components, data settings and editor preferences.

• Action
  List documents

  Lists documents generated and stored in PDF Generator API (only documents generated with the URL/storage output option). Optionally filter by template and date range.

• Action
  List forms

  Returns the forms available for the organization.

• Action
  List templates

  Retrieve all templates in the workspace.

• Action
  List workspaces

  Returns the workspaces in your PDF Generator API organization.

• Action
  Update template

  Replaces a template's configuration. Layout and pages are replaced as a whole, not merged.

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