Stay on top of key changes in your apps by creating custom Timeline events. These events let you log actions like record creation, updates, deletions, and more—giving you better visibility into your workflows.

• Use events to monitor important activity across your apps.
• Easily edit events after they’re created to keep details accurate.
• Keep your team aligned by showing a clear history of actions for each record.

Perfect for maintaining transparency and staying organized in any collaborative workspace.

User Permissions: Only the team’s Administrator or App Admin can create new Events.

Navigate to Events

Navigate to Settings > Advanced > Events.

Create New Event

First, click the ‘Add Event’ button at the top of the page. 

The following box will appear. You’ll need to add the following information:

1. Name

Give your event a name.

2. App

Choose the application your events will be associated with.

3. Icon

If desired, select an icon for your event from those available. 

4. Message Template

This message will appear as the title of the event card in the Timeline widget when the event is triggered.

To personalize it with record-specific details—like the name or ID—type {{ and choose from the available dynamic fields. This helps ensure each event title is clear and relevant at a glance.

When setting up a notification, you can use a feature called Dot.Walking to reference data from related Apps—beyond the App you’re currently working in.

What is Dot.Walking?

Dot.Walking lets you pull in fields from a related record using dot notation. This is especially useful when you’re working with reference fields.

Example Use Case

Let’s say you’re creating a notification in the Contacts App and want to include information from the Account associated with that contact in your Message Template.

• To reference the Account field within the Contact record:
  {{contact.account}}

Here, account is a Reference Field in the Contacts App. Dot.Walking allows you to access that linked Account.

Accessing Fields from the Referenced App

To reference a specific field within the referenced Account app—for example, the Account Name—you extend the path:

• To reference the Account Name:
  {{contact.account.accountName}}

Each part after the dot (.) refers to a field within the respective App:

•  contact.account → Accesses the Account field referenced by the Contact record.
•  account.accountName → Accesses the accountName field within the Accounts app.

You can learn more about it here:

• Dot.Walking

5. Body Template

This section defines the main content shown on the event card in the Timeline.

You can fully customize the message. To include dynamic details—such as the record’s name, ID, or other fields—type {{ and select from the available options. This ensures each event provides meaningful context.

If you want, you can use the same Dot.Walking feature explained in that section of this article.

6. Trigger

There are 3 different triggers available:

•  After Create – The notification will occur if the conditions are met after a new record on the selected App is created.
•  After Update – The notification will occur if the conditions are met after a record on the selected App is updated.
•  On Create or Update – The notification will occur if the conditions are met once a record is created or updated.

7. On Update Fields

Only available when the trigger is either ‘After Update’ or ‘On Create or Update’.

Select the field that needs to be updated in order for the notification to occur.

8. Conditions

Define when your event should appear by setting up one or more conditions. All conditions must be met for the event to trigger.

Here’s how it works:

•  Field: Choose the field that should be monitored. This is often the same field selected under On Update Fields if you’re tracking a specific change.
•  Operator: Select from available comparison options. These vary depending on the field type (e.g., equals, contains, greater than).
•  Value: Enter the value that must be matched for the condition to be true. Options will adjust based on the field selected.

Once your conditions are set, click Save. When those conditions are met, a new event will automatically appear in the Timeline widget—making it easy to track key updates.

Edit

To update an existing Event:

• Click the Pencil icon next to the Event name.
• This will open the Edit Event window, where you can adjust the configuration as needed.
• Once you’re done, click Save to apply your changes.

Always remember to save to ensure your updates take effect.

Event Options

Hover your cursor over the “…” next to the name of any event to reveal the options menu. 

Duplicate

Create an exact duplicate of any existing event. This is helpful in situations where you would like to create a new event based on an existing one. You can duplicate the event and then edit the duplicate to make changes. 

Deactivate

There are many different events that come loaded with Servis.ai. You may want to deactivate events in situations where you would like to reduce the amount of information showing up in your timeline. 

For example: let’s say that you would like to disable all events that have to do with sending and receiving emails within Servis.ai.

To quickly find all events related to the Email app click on the “App” column heading to sort them alphabetically. Then select “Deactivate” in the options menu for the Events you would like to remove.

Once you’ve deactivated the events they will no longer show up in the timeline of your applications.

Out-Of-The-Box Events

From the moment a new App is created, there are some really useful events already included for them, here is a list of some of the most popular ones per App: