Servis.ai connects to a wide range of external services so your team can work from one central place — no more switching between tools. This guide lists every integration available on the platform, explains what each one does in plain language, and shows who it’s for. 

What Are Integrations?

An integration is a built-in bridge between servis.ai and another software service. Once connected, data flows automatically between servis.ai and the other system — for example, when you update a customer record, the change can be reflected in your accounting software, or an incoming phone call can be logged against the right contact automatically. 

Integrations come in two types: 

• Platform (OOTB) Integrations — Ready-to-use connections that come pre-built with servis.ai. You authorize them with a few clicks and configure what data should sync. No coding required. 

• Custom Code Integrations — Advanced connections built for specific client needs using servis.ai’s integration framework. These use REST APIs, HL7 health-data standards, SFTP file transfers, and custom code to connect specialized systems. 

Platform (OOTB) Integrations

These integrations are available to all servis.ai customers. They can be activated from the Settings > Integrations section of the platform.

Twilio — Phone Calls & SMS

What It Does

Twilio powers servis.ai’s built-in phone and text messaging system. Once connected, your team can make and receive VoIP phone calls and send/receive SMS text messages — all from inside servis.ai. 

Key Capabilities

• VoIP Phone Calls — Make and receive internet-based phone calls directly in servis.ai using your browser. 

• SMS Messaging — Send and receive text messages to contacts, with full conversation history stored on each record. 

• Call Logging — Every inbound and outbound call is automatically logged as a Phone Call record, linked to the matching contact or deal. 

• Call Recordings — Phone calls can be recorded and the recording is saved as an attachment on the call record. 

• SMS Campaigns — Send bulk text message campaigns to lists of contacts using saved views. 

• Transcription — Voicemail transcriptions are captured automatically. 

• Webhook Security — All incoming Twilio webhooks are validated using Twilio’s signature verification to ensure authenticity. 

Who It’s For

Any team that needs phone and SMS capabilities built into their CRM — sales teams making outbound calls, support teams handling inbound inquiries, or marketing teams running SMS campaigns. 

SendGrid — Email Campaigns & Tracking

What It Does

SendGrid is servis.ai’s email delivery engine for bulk email campaigns. It handles sending mass emails, tracking delivery, opens, clicks, bounces, and spam reports — all captured as email metrics inside servis.ai. 

Key Capabilities

• Bulk Email Campaigns — Send mass email blasts to contact lists defined by saved views. 

• Email Templates — Design emails using servis.ai’s built-in template editor with field substitutions (merge fields). 

• Delivery Tracking — Track when emails are delivered, opened, clicked, bounced, or marked as spam. 

• Email Metrics Dashboard — View aggregated email performance metrics (sent, delivered, opened, clicked, bounced, dropped, spam) per campaign, per template, and per recipient. 

• Unsubscribe Management — Recipients who unsubscribe are automatically flagged. Future campaigns exclude unsubscribed contacts. 

• Webhook Integration — SendGrid posts tracking events (delivered, opened, clicked, bounced, etc.) back to servis.ai in real-time via a secure webhook. 

• Attachment Support — Include file attachments in bulk email campaigns. 

Who It’s For

Marketing teams running email campaigns, sales teams sending outreach sequences, and any team that needs to track email engagement metrics alongside their CRM data.

QuickBooks Online (QBO) — Invoicing & Accounting

What It Does

QuickBooks Online integration keeps your customer and invoice data in sync between servis.ai and QuickBooks. When a customer is created or updated in either system, the other stays current. 

Key Capabilities

• Two-Way Customer Sync — Customers created in servis.ai can be pushed to QuickBooks, and QuickBooks customers are pulled into servis.ai automatically. 

• Invoice Sync — Invoices, credit memos, and payments created in QuickBooks are pulled into servis.ai with full line-item detail (description, quantity, rate, amount). 

• Send Invoices — Send QuickBooks invoices by email directly from servis.ai. 

• Product/Service Catalog — Pull QuickBooks products and services into servis.ai for use on invoice line items. 

• Field Mapping — Map servis.ai fields to QuickBooks fields (name, phone, email, billing address, shipping address, etc.) for automatic data translation. 

• Address Handling — Location fields (street number, city, state, zip, country) are parsed and mapped to QuickBooks billing and shipping addresses. 

• Scheduled Pull — A scheduled job automatically pulls new and updated invoices, customers, credit memos, and payments from QuickBooks on a recurring basis. 

• OAuth 2.0 Security — Connection is authorized via OAuth 2.0 with automatic token refresh. 

Who It’s For

Finance and accounting teams who use QuickBooks Online and want to avoid double data entry between their CRM and accounting system.

DocuSign — Electronic Signatures

What It Does

DocuSign integration lets you send documents for electronic signature directly from a servis.ai record. Once signed, the completed PDF is automatically saved back to the record. 

Key Capabilities

• Send for Signature — Generate a PDF from a record and send it to one or more recipients for e-signature via DocuSign. 

• Recipient Types — Add signers, counter-signers, and CC (carbon copy) recipients to each envelope. 

• Tag Placement — Place signature, initial, date, date-signed, and text tags on the document using anchor strings (e.g., a hidden text like sign_here in your document template). 

• Embedded Signing — Enable embedded (in-app) signing so users can sign without leaving servis.ai. 

• Automatic Status Updates — When a document is completed, declined, or voided in DocuSign, the corresponding servis.ai record is updated automatically: 

• Completed — The signed PDF is downloaded from DocuSign, saved as an attachment, and a field of your choice is updated with the file URL. The record’s stage field is updated to your “Signed” choice. 

• Declined — The record stage is updated to your “Declined” choice. 

• Voided — The record stage is updated to your “Voided” choice. 

• Envelope Management — Void envelopes from within servis.ai (admin users only). 

• Email Templates — The email subject and body sent with the DocuSign envelope use servis.ai email templates with field substitutions. 

• OAuth 2.0 Security — Connection is authorized via DocuSign OAuth 2.0 with automatic token refresh. 

Who It’s For

Any team that needs signed agreements — contracts, proposals, consent forms, purchase orders, etc. Popular with sales, legal, HR, and healthcare teams.

Slack — Team Notifications

What It Does

Slack integration lets servis.ai send rich, formatted messages to Slack channels automatically — triggered by automations when records are created, updated, or on a schedule. 

Key Capabilities

• Automated Notifications — Send messages to any Slack channel when specific events happen in servis.ai (e.g., “New deal created,” “Invoice paid,” “Support ticket escalated”). 

• Rich Message Blocks — Send Slack Block Kit formatted messages with structured layouts, buttons, images, and formatted text. 

• Field Substitutions — Include live data from the triggering record in the message (e.g., contact name, deal amount, due date). 

• OAuth 2.0 Security — Connection is authorized via Slack OAuth 2.0 with automatic token refresh. 

Who It’s For

Teams that use Slack for internal communication and want to be notified in real time about important events in servis.ai without constantly checking the CRM.

RingCentral — Phone Calls, SMS & Fax

What It Does

RingCentral is an alternative VoIP provider to Twilio. Once connected, servis.ai automatically syncs phone calls, SMS messages, and fax records between RingCentral and your CRM. 

Key Capabilities

• Phone Call Sync — Inbound and outbound calls are automatically logged as Phone Call records in servis.ai, linked to matching contacts by phone number. 

• SMS Sync — Inbound and outbound text messages (including MMS with attachments) are logged as SMS records, linked to matching contacts. 

• Fax Sync — Inbound and outbound faxes are pulled and stored as Fax records with PDF attachments. 

• Call Details — Each synced call captures from/to number, direction (inbound/outbound), duration, start/end time, and call outcome (connected, no answer, busy, voicemail, etc.). 

• Auto-Matching — Phone numbers are automatically matched to existing contact records across multiple Apps. 

• Deduplication — Duplicate call and SMS records are prevented using telephony session IDs and time-based matching. 

• Forwarded Call Detection — Inbound calls that were forwarded are tracked with the forwarding number. 

• Blacklisted Numbers — Exclude specific phone numbers from being imported. 

• SMS Campaigns — Send bulk SMS campaigns through RingCentral (supports rate limiting at 40 messages/minute). 

• Scheduled Sync — A scheduled job automatically pulls new call logs and SMS messages daily. 

• OAuth 2.0 Security — Connection is authorized via RingCentral OAuth 2.0 with automatic token refresh. 

Who It’s For

Teams using RingCentral as their phone system who want all communication history — calls, texts, and faxes — automatically logged in their CRM.

Zoom — Phone Calls & Meetings

What It Does

Zoom Phone integration syncs phone call data from Zoom Phone directly into servis.ai, creating complete call records with recordings, voicemails, and outcome details. 

Key Capabilities

• Phone Call Sync — Inbound and outbound Zoom Phone calls are automatically logged as Phone Call records in servis.ai, linked to matching contacts. 

• Call Details — Each call captures from/to number, direction, duration, start/end time, call type (voice or voicemail), outcome (connected, no answer, busy, wrong number, left voicemail, missed call), and whether the call was international. 

• Voicemail Handling — Voicemails are downloaded, uploaded to servis.ai storage, and linked to the call record as audio attachments. 

• Call Recordings — Call recordings are downloaded and linked as audio attachments. 

• Agent Matching — Outbound calls are automatically matched to the servis.ai user (agent) who made the call based on email or phone number. 

• Auto-Matching — Phone numbers are automatically matched to existing records across configured Apps. 

• Floating Widget — A Zoom phone widget is available on dashboards for quick access. 

• Workflow Tool — A Zoom meeting tool is available in the workflow builder for scheduling and managing meetings. 

• OAuth 2.0 Security — Connection is authorized via Zoom OAuth 2.0 with automatic token refresh. 

Who It’s For

Teams using Zoom Phone who want their call history, voicemails, and recordings automatically captured in their CRM alongside all other customer interactions.

GoTo — Fax

What It Does

GoTo integration provides fax capabilities within servis.ai. Incoming and outgoing faxes are automatically synced as Fax records. 

Key Capabilities

• Inbound Fax — Received faxes are automatically created as Fax records in servis.ai, with the fax PDF downloaded and stored as an attachment. 

• Outbound Fax — Sent faxes are tracked with status updates. 

• Failed Fax Handling — Faxes that fail to deliver are marked with an error code and “Delivery Failed” status. 

• Fax Details — Each fax captures from/to number, direction (inbound/outbound), fax ID, and virtual fax machine ID. 

• Auto-Matching — Phone numbers are automatically matched to existing contact records. 

• Webhook Subscriptions — Fax events (received, sent, failed) are received via authenticated GoTo webhook subscriptions with HMAC-SHA256 signature verification for security. 

• Fax Widget — A GoTo fax widget is available on dashboards. 

• Deauthorization — Revoking access clears all stored OAuth tokens. 

• OAuth 2.0 Security — Connection is authorized via GoTo OAuth 2.0 with automatic token refresh. 

Who It’s For

Teams in industries that still rely on fax communications (healthcare, legal, insurance, finance) who want fax records stored alongside all other customer data.

Google Maps — Location & Mapping

What It Does

Google Maps integration provides location services throughout servis.ai — from address autocomplete on forms to interactive map widgets on dashboards and route planning for field teams. 

Key Capabilities

• Address Autocomplete — Location fields in servis.ai forms use Google Places API to autocomplete addresses as users type, ensuring clean and consistent address data. 

• Address Parsing — Full addresses are automatically broken down into structured components: street number, street name, unit/apartment number, city, state, state code, zip code, country, and country code. 

• Unit/Apartment Detection — Supports USPS standard unit types (Apartment, Building, Floor, Suite, Unit, Room, Department) and extracts unit numbers from free-form addresses. 

• Geocoding — Addresses are converted to latitude/longitude coordinates for mapping. 

• Google Maps Widget — Display records with location data on an interactive map widget on dashboards. Markers are placed at each record’s address. 

• Map View Modal — Open a full-screen map view from any list to visualize records geographically. 

• Route Planner — Plan and optimize routes for field teams using the Scheduler feature with Google Maps integration. 

• Virtual Location Fields — Location fields automatically generate virtual sub-fields for each address component, enabling filtering and grouping by city, state, zip, etc. 

Who It’s For

Field service teams, sales teams with territory management, delivery/logistics teams, and anyone who needs to visualize, filter, or navigate to records based on their physical location.

OpenAI — AI Assistant

What It Does

OpenAI integration powers servis.ai’s built-in AI assistant, which helps users analyze data, generate insights, and interact with their CRM using natural language. 

Key Capabilities

• AI Chat Assistant — A conversational AI widget available on dashboards that can answer questions about your data, create views, and generate reports. 

• Natural Language Queries — Ask questions like “Show me all deals closing this month” or “What’s our average deal size?” and the assistant translates them into the appropriate queries. 

• Data Analysis — The AI can analyze trends, summarize data, and provide insights from your CRM records. 

• Widget Generation — Ask the AI to create dashboard widgets (charts, metrics, tables) based on your data. 

• View Management — Create and modify saved views through conversation with the AI assistant. 

• Dedicated Settings Page — OpenAI configuration is managed under Settings > OpenAI. 

Who It’s For 

Any servis.ai user who wants to leverage AI to work smarter — from executives getting quick answers about business metrics to operations teams building reports faster.

Zapier — Workflow Automation

What It Does

Zapier is a third-party automation platform that connects thousands of apps. servis.ai provides a Zapier integration that lets you create “Zaps” (automated workflows) between servis.ai and virtually any other app — no code required. 

Key Capabilities

• Connect 5,000+ Apps — Use Zapier to connect servis.ai to apps like Google Sheets, Gmail, Trello, Asana, HubSpot, Salesforce, and thousands more. 

• Trigger-Based Workflows — When something happens in servis.ai (e.g., a new record is created, a field changes), trigger actions in other apps. 

• Action-Based Workflows — When something happens in another app, create or update records in servis.ai. 

• No-Code Setup — Build automations through Zapier’s visual interface without writing code. 

Who It’s For

Teams who want to connect servis.ai to other tools in their tech stack but don’t have developer resources to build custom integrations.

Mailchimp — Email Marketing

What It Does

Mailchimp integration keeps your email marketing lists and campaign data in sync between servis.ai and Mailchimp. Contacts can be exported to Mailchimp lists, and campaign performance data is pulled back into servis.ai. 

Key Capabilities

• Export Contacts — Export servis.ai contacts to Mailchimp lists based on saved views. Only contacts with email addresses are exported. 

• Import Campaign Data — Pull Mailchimp campaign metrics (opens, clicks, bounces, etc.) back into servis.ai as campaign records. 

• Campaign Status Sync — Mailchimp campaign status changes (sent, processing, etc.) are received via webhook and updated in servis.ai. 

• List Management — Mailchimp lists are created and managed from within servis.ai. 

• Webhook Events — Mailchimp posts campaign events to servis.ai via an authenticated webhook for real-time updates. 

• Scheduled Sync — A scheduled job periodically pulls new campaign data from Mailchimp. 

Who It’s For

Marketing teams who use Mailchimp for email marketing and want to keep their contact lists in sync and track campaign performance alongside their CRM data.

Custom Code Integrations

These integrations are built for specific clients using servis.ai’s integration framework. They use REST APIs, HL7 health data standards, and SFTP file transfers. Each is tailored to the client’s unique requirements. 

EHR/EMR Integrations

What It Does

DrChrono is an electronic health records platform. This integration automatically syncs patient and appointment data between DrChrono and servis.ai using webhooks and the DrChrono REST API. 

Key Capabilities

• Patient Sync — When a patient is created or modified in DrChrono, the record is automatically created or updated in servis.ai with chart ID, name, date of birth, email, phone, address, and assigned doctor. 

• Appointment Sync — Appointments created, modified, or deleted in DrChrono are synced as appointment records in servis.ai with date/time, duration, status, appointment type, and provider. 

• Provider/Doctor Sync — Doctors and providers are upserted as Employee records in servis.ai. 

• Webhook Events — Supports PATIENT_CREATE, PATIENT_MODIFY, APPOINTMENT_CREATE, APPOINTMENT_MODIFY, and APPOINTMENT_DELETE events. 

• Custom Connector — Events not handled by default can be processed through a configurable DrChrono Connector with custom code. 

• Error Logging — All processing errors are captured and stored in a dedicated “DrChrono Integration Log” view. 

• Webhook Security — HMAC-SHA256 signature verification ensures webhook authenticity.

InSync — EHR/EMR

What It Does

Integration with InSync’s healthcare information system using HL7 v2.3.1 messaging via SFTP.

Key Capabilities

• Patient and clinical data exchanged using HL7 v2.3.1 ADT messages. 

• Appointment scheduling data exchanged using HL7 v2.3.1 SIU messages. 

• Files are sent and received via secure SFTP on a scheduled basis.

ERP Integrations

JD Edwards — ERP

What It Does

Integration with Oracle JD Edwards EnterpriseOne ERP system, using REST API with XML data format.

Key Capabilities

• Exchanges business data (orders, inventory, financials) between JD Edwards and servis.ai. 

• Uses REST API endpoints with XML-formatted request and response payloads. 

• Custom connector code handles XML parsing and data mapping. 

MIE — ERP

What It Does

Integration with MIE (Medical Informatics Engineering) ERP system, using REST API.

Key Capabilities

• Connects to MIE’s REST API for data exchange. 

• Custom connector code handles data mapping between MIE and servis.ai.

CEGID — ERP

What It Does

Integration with CEGID ERP system, using REST API.

Key Capabilities

• Connects to CEGID’s REST API for data exchange. 

• Custom connector code handles data mapping between CEGID and servis.ai. 

E-Commerce Integrations

WooCommerce — E-Commerce

What It Does

Integration with WooCommerce, the WordPress-based e-commerce platform. Orders, products, and customer data are synced between the online store and servis.ai.

Key Capabilities

• Syncs orders, products, and customer data from WooCommerce to servis.ai. 

• Uses the WooCommerce REST API with API key authentication. 

• Custom connector code handles data mapping for each client’s specific WooCommerce setup.

ShipStation — Shipping & Fulfillment

What It Does

Integration with ShipStation, a multi-carrier shipping and order fulfillment platform.

Key Capabilities

• Syncs shipping details, tracking numbers, and fulfillment status between ShipStation and servis.ai. 

• Uses ShipStation’s REST API for real-time data exchange. 

• Custom connector code handles data mapping for each client’s specific workflow.

Other Custom Integrations 

HealthWarehouse / OLH — REST API 

Key Capabilities

• Connects to HealthWarehouse and OLH systems via REST API. 

• Custom connector code handles data mapping specific to each system.

Liine / Eloomie — REST API

What It Does

Custom integration with Liine and Eloomie platforms using REST API. 

Key Capabilities

• Connects to Liine and Eloomie platforms via REST API. 

• Custom connector code handles data mapping specific to each platform. 

Quick Reference Summary

Platform (OOTB) Integrations — No Code Required