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 to Slack.
Permissions: Only Admins can create Integrations.
Navigate to Slack Integration
Navigate to Settings > Integrations > Slack.
Authorize Slack
First, we need to authorize your Slack account so that it can connect with Servis.ai. Start by clicking on the “Authorize” button in the top right corner of the screen.
A separate window will appear asking for your Slack account credentials.
Once your Slack account has been authorized the “Is Authorized” checkbox should be on. Make sure you check “Enable Slack” before moving on to creating Automations.
Create an Automation
Now that your Slack account is integrated with Servis.ai you can use Automations to push alerts to your Slack account.
See the following article to learn more about Automations and how they work:
Slack Alert – Automation Action
Want to see how Slack and Automations work together? We’ve got a full article in our knowledge base that walks you through the setup and provides a clear example.
With the Slack Alert action, you can automatically send messages to specific Slack channels as part of your workflow. This helps your team stay informed in real time—whether it’s:
- Notifying sales about a new lead
- Alerting support to a ticket update
- Sharing key system events or status updates
Plus, messages can be customized using Slack’s Block Kit, giving you the flexibility to add headers, sections, and links to improve readability and engagement.
Check our dedicated article right here!
