What is Regex? Short for Regular Expression, is a search pattern language used to find, match, and manipulate text based on specific rules. It’s a powerful
This automation action allows you to upload files directly to an SFTP server, seamlessly integrating file transfers into your process. How to Set Up the
If your organization utilizes LinkedIn Sales Navigator (LISN), you can take advantage of the FreeAgent Add-on! This will allow you to create contact records directly
Mobile Cards allow you to customize how app records are displayed in the Servis.ai Mobile App, giving users a streamlined and intuitive mobile experience. This
Servis.ai offers you a simple yet powerful integration with Mailchimp, the industry-leading email marketing solution. Prepare contacts list in Servis.ai and export them to Mailchimp.
One other way in which Servis.ai is fully customizable involves your Company Profile. Here you can make Servis.ai your own by aligning it with your
This is your go-to guide for understanding what’s possible within servis.ai automations. This index offers a clear overview of each available action, helping you design
Servis.ai gives you full control over your Users. Add, edit, suspend, or activate members of your team at any time. User Permissions: Only the Administrator
Thanks to the Team Theme feature you have the option to define your own theme to match your organization’s logo and your brand. Creating your
Servis.ai allows you to structure your data by teams, making it easier to manage access and visibility across your organization. Each App—including Contacts, Accounts, Deals,
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