Advanced

The Schedule Meeting feature in servis.ai automations simplifies meeting coordination by automatically scheduling meetings based on predefined conditions. You can

The Find Record action in servis.ai allows you to target a single record across all apps in your instance. You

The Webhook action in servis.ai allows you to send data from your automation workflows to an external API endpoint or

The Stop If action is used to halt an entire automation when specific conditions are met. It always works alongside

The AI Lead Score feature helps streamline your workflow by automatically evaluating leads within your Activity Timeline. Activated through an

The Update Record action simplifies data management by automatically modifying existing records within an app. This ensures information stays accurate

The Create Record Actions lets you automatically generate a new record with precise control over which fields are filled out.

Automating emails can save time and ensure consistent messaging—especially when using templates. With servis.ai, the Send Email action allows you

This guide explains how to automate sending a text message using a pre-existing template in servis.ai. To set it up,

The Wait action lets you control the timing of your automation by pausing the flow before moving to the next