Servis.ai offers several features where users can add custom JavaScript code to extend platform functionality beyond the standard options. You can use custom code to
User Permissions: You must be an Admin in FreeAgent to access Webhooks and Workflows What Are Webhooks? Webhooks allow two web applications to communicate with
Some of the most powerful features in servis.ai exist in a low-code environment. The coding process is quick and easy! You’ll need full access to
The All Columns feature is a time-saver for users who want to add multiple fields without selecting them one by one. It gives you all the
Servis.ai allows you to fully customize your experience so that it fits your process. You’ll have default apps in Servis.ai, however, you can customize them
Card Configuration Cards are a great way to get relevant information in a single place, and we know that what is important might be different
Now we have some Form Fields and Form Sections set up in our new app. You could just stop there for a basic app where
Events Create your own events to get custom logs in your Timeline in any of your Apps. Events can be used to track when new
Notification Settings The Notification Builder allows an administrator to create system notifications for any of the existing Apps in the Servis.ai account. Not only that,
Activity Roll-Up rules enable you and your team to automatically share Notes, Emails, Phone Calls and more across all your Apps. Edition Qualifier: The filter feature
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