Settings

The Find Record action in Servis.ai allows you to target a single record across all apps in your instance. This action enables precise record selection

The Webhook action in Servis.ai allows you to send data from your automation workflows to an external API endpoint or webhook. The request body automatically

The Stop If action is used to halt an entire automation based on specific conditions. It always works in conjunction with a previous action, checking

The AI Lead Score feature streamlines your workflow by automatically evaluating leads within your Activity Timeline. Activated through an App Action on a record’s Detail Page, this tool

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

By pairing your email address in Servis.ai, you can send emails to your Contacts directly from Servis.ai. You can send emails automatically or in bulk

Send a text message automatically by choosing an existing template. You will also need to choose a sender and a recipient’s phone number.  Name: Write down

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