This is your go-to guide for understanding what’s possible within Servis.ai automations. This index provides a clear overview of each available action, helping you design smarter, more efficient automations.

Whether you’re automating tasks, updating records, sending emails or Slack alerts, or integrating external tools via webhooks, each action serves a specific purpose.

Wait

The Wait action allows you to control the timing of your automation by pausing the flow before moving to the next step. It’s particularly useful when managing multiple actions that need to be spaced out based on time, task completion, or user behavior.

You can learn more about this action in  this  article.

Create Record

Create Record lets you automatically generate a new record with precise control over which fields are populated. You can define the relationship between this new record and the one that triggers the automation, ensuring everything stays connected.

You can learn more about this action in  this  article.

Update Record

The Update Record action simplifies data management by automating updates to existing records within an app. This ensures information remains accurate and up to date without manual intervention.

You can learn more about this action in  this  article.

Custom Code

The Custom Code action gives you full control over your automation by allowing you to write custom JavaScript. It’s designed for situations where standard actions aren’t sufficient and you need more flexibility to meet specific requirements.

You can learn more about this action in  this  article.

Send Email

Automating emails can save time and keep your messaging consistent—especially when using templates. With Servis.ai, the Send Email action automatically sends emails based on specific triggers, such as when a record is created or updated.

You can learn more about this action in  this  article.

Send Text

This guide explains how to automate sending a text message using a pre-existing template in Servis.ai. To set it up, you’ll need to name the action, choose a sender, and define the recipient’s phone number.

You can learn more about this action in  this  article.

Slack Alert

The Slack Alert action allows you to automatically send messages to specific Slack channels as part of your automations.

It’s a powerful way to keep your team informed—whether you’re notifying sales about a new lead, alerting support about a ticket update, or sharing real-time updates from your system.

You can learn more about this action in  this  article.

Assign Record

The “Assign Record” action allows you to automatically assign Leads, Contacts, Accounts, Deals, Tickets, and more within your Servis.ai automation. Whether you want assignments based on specific conditions or distributed evenly across your team, this action provides flexibility.

You can learn more about this action in  this  article.

Email WebForm

This action helps streamline your process by automatically sending pre-filled web forms to the right people at the right time. Whether you’re onboarding clients, collecting feedback, managing approvals, or initiating new requests, this feature reduces the need for manual follow-ups.

You can learn more about this action in  this  article.

Add Note

The Add Note action in Servis.ai allows you to automatically attach updates, context, or reminders to records. You can include plain text, personalize messages using dynamic tags, and use @mentions to notify teammates directly.

You can learn more about this action in  this  article.

AI Assist

The AI Assist feature streamlines your workflow by automatically evaluating leads within your Activity Timeline. Activated through an App Action on a record’s detail page, it assesses potential value for leads such as Contacts and Accounts using AI-driven analysis.

You can learn more about this action in  this  article.

Generate Document

The Generate Document action allows you to automatically create personalized documents using dynamic data from your records. By applying a tag-based syntax within a pre-defined template, this action fills in key details—such as names, dates, or custom fields—directly into a .docx file.

You can learn more about this action in  this  article.

Create Task

The Create Task action lets you generate and assign a new task as part of an automated process. You can define the task type, assign it to a user or role, and configure notifications to ensure the task is not missed.

You can learn more about this action in  this  article.

Schedule Meeting

The Schedule Meeting feature in Servis.ai automations simplifies organizing meetings by scheduling them automatically based on predefined conditions.

Users can configure details such as meeting templates, start times triggered by events, duration, owner, and attendees.

You can learn more about this action in  this  article.

Find Record

This action helps you locate a specific record across all apps in your instance. You can refine your search using an ID, filter, or pattern to ensure accurate retrieval based on predefined criteria. If no selection is specified, the system retrieves the first record from the List View based on sorting settings.

You can learn more about this action in  this  article.

Webhook

This action enables seamless data transfer from your automation to an external API or webhook. It automatically formats the request body using data from the Step field in listEntityValues, ensuring smooth integration with third-party services.

You can learn more about this action in  this  article.

Stop If

The “Stop If” action halts an entire automation process when specific conditions are met. It works in conjunction with a previous action, evaluating whether the defined criteria apply.

You can learn more about this action in  this  article.

Send to SFTP

This action allows you to upload files directly to an SFTP server, seamlessly integrating file transfers into your automation process.

You can learn more about this action in  this  article.