Discourse + ServeManager Integration

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Discourse + ServeManager Integration
1.
  • Discourse
    Post is created in Discourse

    Triggers the automation when a new post is created

  • Discourse
    Topic is created in Discourse

    Triggers the automation when a new topic is created

  • ServeManager
    Job is created in ServeManager

    Triggers the automation when a new job is created

  • ServeManager
    Attempt is logged in ServeManager

    Triggers the automation when an effort to serve legal documents is initiated

  • ServeManager
    Affidavit is created in ServeManager

    Triggers the automation when a new affidavit is created

  • ServeManager
    Company is created in ServeManager

    Triggers the automation when a new company is created

  • ServeManager
    Invoice is issued in ServeManager

    Triggers the automation when a new invoice is issued

2.
  • Discourse
    Create post in Discourse

    Creates a new workspace

  • ServeManager
    Create job in ServeManager

    Generates new job

  • ServeManager
    Create court case in ServeManager

    Generates a new court case record with relevant information

  • ServeManager
    Search court case in ServeManager

    Retrieves information on a court case

  • ServeManager
    Search job in ServeManager

    Searches for a job

  • ServeManager
    Create company in ServeManager

    Generates a new company profile with given details

  • ServeManager
    Search company in ServeManager

    Finds information about a company

  • ServeManager
    Create note in ServeManager

    Creates a new note in the particular format

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