Advanced

A Webform is an interactive tool that allows users to input and submit information, making it essential for collecting data such as contact details, feedback,

Note: The video below covers everything in this article. Workflows help you automate your processes, regardless of their complexity in a simple way. It’s done

Workflows help you automate your processes, regardless of their complexity in a simple way through a visual diagramming feature that is BPMN 2.0 compliant (Business

Let’s review the different options available to you when creating a new Workflow. In this tutorial, you will learn more about the different events and

Navigating through vast troves of data and extracting meaningful insights can be a daunting task. This is where the integration of our AI Assistant proves

The Schedule Meeting feature in Servis.ai automations simplifies the process of organizing meetings by scheduling them automatically based on predefined conditions.  Users can customize key details,

The Find Record action in Servis.ai allows you to target a single record across all apps in your instance. This action enables precise record selection

The Webhook action in Servis.ai allows you to send data from your automation workflows to an external API endpoint or webhook. The request body automatically

The Stop If action is used to halt an entire automation based on specific conditions. It always works in conjunction with a previous action, checking

The AI Lead Score feature streamlines your workflow by automatically evaluating leads within your Activity Timeline. Activated through an App Action on a record’s Detail Page, this tool