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Zapier Integration

Zapier lets you connect Servis.ai to thousands of other web services.  Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day

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Twilio Integration

In Servis.ai, you have the ability to make phone calls directly through Servis.ai using Twilio. Before we begin, you will need a Twilio subscription. User

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Using Twilio

Once your Twilio account has been integrated with Servis.ai you can make calls and send SMS messages right within your Servis.ai account. Let’s go over

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Sendgrid Integration

SendGrid is a powerful email delivery service that enhances how emails are sent from Servis.ai. By integrating SendGrid, you can send personalized email campaigns, automate

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DocuSign Integration

Through integration with DocuSign, you can send and manage all of your DocuSign documents from within Servis.ai. Prerequisites: A DocuSign account is required for the integration.

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Quickbooks Online Integration

Through integration with Quickbooks Online, you can create, send and manage invoices directly from Servis.ai.  User Permissions: Only an Administrator can authorize the Quickbooks Online integration.

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Slack Integration

You can easily integrate Servis.ai with Slack. You can later use this integration to create specific automations that can push alerts or changes in Servis.ai

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Web Card

Your Servis.ai instance should adapt to your work processes and not the other way around. Servis.ai offers you powerful, simple features to customize your experience.

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Form Fields

Servis.ai stands out for its high level of customization, thanks to its flexible field system. Fields allow you to capture and organize exactly the information

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Form Builder

Admins can set up and maintain forms more easily using the Form Builder. See the changes you make as you make them. Find fields faster

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