The Email Webform action in Servis.ai helps streamline your workflow by automatically sending pre-filled webforms to the right people at the right time. Whether you’re
The Custom Code action gives you full control over your automation by letting you write custom JavaScript. It’s designed for situations where standard actions aren’t
The Add Note action in Servis.ai makes it easy to attach updates, context, or reminders to records automatically. You can write plain text, personalize messages
The Create Task action allows you to generate and assign a new task as part of an automated process. Within this action, you can: Define the task
The Slack Alert action lets you automatically send messages to specific Slack channels as part of your automations. It’s a powerful way to keep your
Prevent duplicate records to keep your data clean and concise with Duplicate Prevention settings for all Apps. User Permissions: Only Administrators or App Admins can customize
Through integration with Quickbooks Online, you can create and send invoices from within Servis.ai. User Permissions: Only users with a Quickbooks Online account can use the
Seamlessly integrate Zoom Phone capabilities within Servis.ai. The following features are supported by the integration. Click to Dial – Click on phone number field across any app
The “Email Preferences” section allows users to configure various settings related to email functionality within the system. These settings control how emails and meetings are
In this article, we’ll explore the essential aspects of utilizing the GoTo VoIP integration within Servis.ai. We’ll guide you through the setup process. Navigate to
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