Advanced

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

The Update Record action simplifies data management by automating modifications to existing records within an app. This ensures information remains accurate

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

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

This guide explains how to automate sending a text message using a pre-existing template within 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

The “Assign Record” action makes it easy to automatically assign Leads, Contacts, Accounts, Deals, Tickets, and more in your servis.ai

The Email Webform action in servis.ai helps streamline your workflow by automatically sending pre-filled webforms to the right people at

The Custom Code action gives you full control over your automation by letting you write custom JavaScript. It’s designed for

The Add Note action in servis.ai makes it easy to attach updates, context, or reminders to records automatically. You can