Advanced

Conditions are filters applied to records ar rhe moment the trigger fires. Even though a trigger may fire for many

Automations are one of the most powerful features in servis.ai. They let you take action automatically – sending emails, updating

Choice Lists help simplify the customization of your servis.ai account by allowing you to create reusable sets of options. Once

Workflows help you automate your processes, regardless of their complexity in a simple way through a visual diagramming feature that

This automation action allows you to upload files directly to an SFTP server, seamlessly integrating file transfers into your process.

This is your go-to guide for understanding what’s possible within servis.ai automations. This index offers a clear overview of each

Automations can help you and your organization do more, automatically. You can use them to: Assign Work Do Work Automatically

This feature allows you to create custom user interface objects that you can then use within your dashboards, dashlets, workspaces,

If you would like more information on building a document template please see the following article. User Permissions: Only Administrators

Stay on top of key changes in your apps by creating custom Timeline events. These events let you log actions