The Generate Document action allows you to automatically create personalized documents using dynamic data from your records. By applying a simple tag-based syntax within a pre-defined
The Bulk Update action is a powerful tool that allows you to modify multiple records at once within an automation. Instead of updating entries one
Connecting your Servis.ai instance with other business applications offers significant advantages, helping organizations streamline operations and make data-driven decisions with ease. Enhanced Efficiency and Productivity
User Permissions: Only Administrators or App Admins can customize Apps. Navigate to App Settings There are two ways to access App Settings. 1. From the Navigation
This article provides all the essential information to help you set up and use the Zoom integration within your Servis.ai instance. You’ll learn how to
In this article, you’ll learn how to send faxes using the GoTo integration within your Servis.ai instance. We’ll walk you through using the Faxes App,
Servis.ai’s Dynamic Calculated Fields simplify data tracking by automatically applying functions like Count, Average, Max, Min, and Sum to Number, Date, and Date Time fields. This feature
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