Advanced

The Update Record action simplifies data management by automating modifications to existing records within an app. This ensures information remains accurate and up to date without

Create Record Action lets you automatically generate a new record with precise control over which fields are filled out. You can define the relationship between

Automating emails can save you time and keep your messaging consistent—especially when using templates. With Servis.ai, the Send Email action allows you to automatically send

This guide explains how to automate sending a text message using a pre-existing template within Servis.ai. To set it up, you’ll need to name the

The Wait action lets you control the timing of your automation by pausing the flow before moving to the next step. It’s particularly useful when

The “Assign Record” action makes it easy to automatically assign Leads, Contacts, Accounts, Deals, Tickets, and more in your Servis.ai automation. Whether you want assignments

The Email Webform action in Servis.ai helps streamline your workflow by automatically sending pre-filled webforms to the right people at the right time. Whether you’re

The Custom Code action gives you full control over your automation by letting you write custom JavaScript. It’s designed for situations where standard actions aren’t

The Add Note action in Servis.ai makes it easy to attach updates, context, or reminders to records automatically. You can write plain text, personalize messages

The Create Task action allows you to generate and assign a new task as part of an automated process. Within this action, you can: Define the task