Connect ServeManager and Specter

Both apps 51ServeManager 25Specter 26

• 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.

• Trigger
  New Acquisition

  Triggers when Specter records a new acquisition.

• Trigger
  New Funding Round

  Triggers when Specter records a new funding round at any company.

• Trigger
  New IPO

  Triggers when Specter records a new IPO.

• Trigger
  New Strategic Intelligence

  Triggers when Specter detects a new investor-interest signal (strategic intelligence) about a company or person.

• Trigger
  New Strategic Intelligence in Saved Search

  Triggers when an investor-interest saved search in Specter gets new results.

• Trigger
  New Talent Signal

  Triggers when Specter detects a new talent signal, such as a founder going into stealth or an executive changing roles.

• Trigger
  New Talent Signal in Saved Search

  Triggers when a talent saved search in Specter gets new results.

• Action
  AI Search

  Searches Specter with a plain-English query and returns matching records.

• Action
  Create Company List

  Creates a new company list and returns its ID.

• Action
  Delete Company List

  Permanently deletes a company list.

• Action
  Enrich Company

  Looks up a company by its domain or website and returns Specter's full company record.

• Action
  Enrich Investor

  Looks up investors by website and/or name and returns matching Specter investor records.

• Action
  Enrich Person

  Looks up a person by LinkedIn URL and returns their Specter professional profile.

• Action
  Enrich Person by Email

  Resolves an email address to the most probable person and returns their Specter profile.

• Action
  Get Company

  Returns the full Specter record for one company by its Specter company ID.

• Action
  Get Company Employees

  Returns the founders and employees Specter has on file for a company.

• Action
  Get Company Funding Rounds

  Returns a company's funding rounds, newest first, with participating investors.

• Action
  Get Credit Balance

  Returns your team's Specter API credit limit, usage and remaining balance.

• Action
  Get Funding Round

  Returns one funding round by its Specter ID, with the company and investors.

• Action
  Get Investor

  Returns the full Specter investor record by investor ID.

• Action
  Get Person

  Returns the full professional profile of a person by Specter person ID.

• Action
  Get Person Email

  Returns a contactable email address for a person.

• Action
  List Company Lists

  Returns the company lists your API key can reach.

• Action
  List Saved Searches

  Returns the saved searches your API key can reach, with their new and total result counts.

• Action
  Search Entities by Name

  Fuzzy-matches a name across Specter companies, people and investors.

• Action
  Update Company List

  Adds and/or removes companies in an existing company list.

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