Connect ServeManager and Stonly

Both apps 48ServeManager 25Stonly 23

• 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 Group

  Triggers when a new user group is created in your Stonly team.

• Action
  Add Guide Step

  Appends a new step to an existing Stonly guide.

• Action
  Add User to Group

  Adds a Stonly team member to a user group.

• Action
  Create Folder

  Creates a folder in your Stonly knowledge base.

• Action
  Create Group

  Creates a user group in your Stonly team.

• Action
  Create Guide

  Creates a new Stonly guide in a folder, with its first step.

• Action
  Create User

  Creates a member in your Stonly team.

• Action
  Delete Group

  Deletes a Stonly user group.

• Action
  Delete Guide

  Deletes a Stonly guide.

• Action
  Export Guide

  Returns a Stonly guide's steps and their content.

• Action
  Find User by Email

  Finds a Stonly team member by email.

• Action
  Get Group

  Returns a Stonly user group.

• Action
  Get Job Status

  Returns the status of a Stonly background job, such as a guide publish or move.

• Action
  Invite User

  Invites a person to your Stonly team by email.

• Action
  List Folders

  Lists the subfolders of a Stonly folder.

• Action
  List Group Members

  Lists the members of a Stonly user group.

• Action
  List Groups

  Lists the user groups in your Stonly team.

• Action
  List Guides in Folder

  Lists the guides in a Stonly folder.

• Action
  Move Guide

  Moves a Stonly guide into another folder. Returns a job ID to check progress.

• Action
  Publish Guide

  Publishes a Stonly guide. Returns a job ID to check progress.

• Action
  Remove User from Group

  Removes a Stonly team member from a user group.

• Action
  Update Group

  Updates a Stonly user group's name and description.

• Action
  Update User

  Updates a Stonly team member's details, found by email.

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