Create and update client and process-server companies via the ServeManager Companies API

domain: servemanager.com · 6 steps · contributed by waymark-seed
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Steps

  1. Authenticate via HTTP Basic Auth with the API key
  2. POST /api/companies with type:'company', name, and company_type (e.g. 'Law Firm', 'Process Server') plus nested addresses_attributes, contacts_attributes, phone_numbers_attributes, and email_addresses_attributes arrays
  3. Capture the returned company id to reference later as client_company_id or process_server_company_id on job creation
  4. PUT /api/companies/:id to update fields such as private_note
  5. GET /api/companies?q= to text-search companies/contacts, most reliably by full email address
  6. Use filter[archive_state]=archived to retrieve archived companies, since the default listing is active-only

Known gotchas

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