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Have success sooner by easily connecting all your favorite tools with servis.ai.
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Save time, eliminate repetitive work, and run your best plays every time by connecting tools that automate your daily workflows directly with servis.ai.
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Featured Apps
Apps that are improving team’s efficiency
Sendgrid
Quickbooks Online
DocuSign
RingCentral
Twilio
Sendgrid
Keragon
Intercom
Zoom Phone
SAP Business One
Sage X3
Outlook
Out-of-the-Box Integrations
Out-of-the-box integrations are pre-installed and ready to roll with popular use cases — sign in to servis.ai, connect and go.
Sendgrid
Quickbooks Online
DocuSign
RingCentral
Twilio
Slack
Mailchimp
Google Calendar
Gmail
Outlook Calendar
Outlook
IMAP
Exchange
No-Code Integrations via Zapier
Connect servis.ai with thousands of the most popular apps, so you can automate your work and have more time for what matters most — no code required.
Other Popular Integrations
While Out-of-the-Box integrations and Zapier are the most popular, there are more ways to integrate servis.ai with all of your favorite tools. With webhooks and servis.ai’s robust Open API, the possibilities are endless.
- Low-Code Integrations via Webhooks
- Direct API Access
- Well-documented API
- Professional Services available
Keragon
Instantly connect all your healthcare software to build HIPAA-compliant automations, without code. Automate your healthcare workflows with our drag & drop workflow builder. The possibilities are limitless and no coding skills are required.
WORKFLOW
Zoom Phone
Seamlessly integrate Zoom Phone with servis.ai. Popular features include Click-to-Dial, Incoming Call Screen Pop, Call Log with Recording URL.
CALLING
ZoomInfo
ZoomInfo is a growth acceleration platform delivering accurate and actionable contact and business information to empower your sales, marketing, and recruiting teams.
DATA INTELLIGENCE
Office 365
Bi-directionally sync servis.ai with your Office365 account to automatically capture email communications, send emails within servis.ai and pair calendars for availability and scheduling.
COLLABORATION
Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth.
SCHEDULING
Intercom
Intercom is a customer communication platform that enables communication with customers on your website, inside your web and mobile apps, and by email.
CHAT BOT
Five9
An intelligent secure cloud based call center platform, that is customizable and scalable to you organizations needs.
CALLING
Microsoft Teams
An intelligent secure cloud based call center platform, that is customizable and scalable to you organizations needs.
COLLABORATION
Zoom
Zoom brings teams together to get more done in a frictionless environment.
MEETINGS
GoToMeeting
GoToMeeting by LogMeIn is a world-class video conference software that makes it easier than ever to do business effectively even if you aren't in the same room.
MEETINGS
Google Meet
Google Meet is a video conferencing app. Using your browser, share your video, desktop, and presentations with teammates and customers.
MEETINGS
ClickMeeting
Video conferencing software for product demos, training sessions, online courses, business meetings and webinars.
MEETINGS
Cisco Webex Mettings
Cisco Webex Meetings is the leading enterprise solution for video conferencing, online meetings, screen share, and webinars.
MEETINGS
Acuity Scheduling
Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7.
SCHEDULING
Eventbrite
Eventbrite is an event management tool that makes it simple to create, manage, promote, and sell out your event.
WEBINARS & EVENTS
Eventable
Eventable is a calendar communication platform that makes it easy for anyone to create, send, and share calendar events on the web.
WEBINARS & EVENTS
Cvent
Cvent is a modern online management product for event, survey, and email marketing management.
WEBINARS & EVENTS
SurveyMonkey
SurveyMonkey is the easiest way to create surveys and get answers. SurveyMonkey lets you whip up a survey quickly and get targeted answers from the audience.
SURVEY
Google Forms
Google Forms is an easy way to collect data from the web with a simple UI and powerful editor.
FORMS
Zendesk
Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.
SUPPORT
Jira Service Desk
Jira Service Desk Cloud is help desk software that enables support agents to receive, track, manage and resolve requests from help seekers.
SUPPORT
Freshdesk
Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.
SUPPORT
Drift
Drift is a messaging app that makes it easy for businesses to talk to their website visitors and customers in real-time, from anywhere.
CHAT BOT
Toggl
One of the simplest ways to keep track of your time.
PRODUCTIVITY
Tick
Tick keeps projects on track so you make more money. It's time tracking worth everyone's time.
PRODUCTIVITY
Clockify
Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.
PRODUCTIVITY
Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world.
PRODUCTIVITY
Google Sheets
Create, edit, and share spreadsheets wherever you are, and get automated insights from your data.
PRODUCTIVITY
Airtable
Organize anything with Airtable, a modern database created for everyone.
PRODUCTIVITY
Wrike
Wrike is a project management and collaboration platform that enables you to organize your projects, tasks, plans and discussions.
PRODUCTIVITY
ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
PRODUCTIVITY
Basecamp 2
Basecamp 2 lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
PRODUCTIVITY
Asana
Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.
PRODUCTIVITY
Oracle NetSuite
NetSuite provides a suite of cloud-based applications, which includes financials, ERP, HR, professional services automation.
OPERATIONS
LeadIQ
Automating sales prospecting. Capture leads, discover contact information, and enrich leads within seconds.
DATA INTELLIGENCE
Clearbit
Clearbit is a data API enrichs your person and company records with social, demographic, and firmographic data.
DATA INTELLIGENCE
Glassdoor
Organize Candidates. View and sort resumes, send messages, and schedule interviews.
OPERATIONS
Microsoft Dynamics 365
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
OPERATIONS
Postman
Postman is a collaboration platform for API development. Postman's features simplify each step of building an API and streamline collaboration.
OPERATIONS
Bind ERP
Bind ERP is a management system that allows SMBs to take control of their business in an easy, accessible manner.
ERP
Odoo ERP
Odoo ERP Self Hosted is a powerful open source platform with dozens of apps to help you grow your business.
ERP
Acumatica
Acumatica is a leading provider of Cloud ERP and Cloud Accounting software for mid-size businesses and non-for-profits.
OPERATIONS
Epicor ERP
Epicor ERP system is designed with Epicor TrueSOA for flexible global business management.
ERP
Infor CloudSuite Industrial
CloudSuite Industrial helps manufacturers improve the bottom line by adapting business processes to market requirements.
OPERATIONS
Sage X3
Sage X3 is an ERP software suite that includes integrated functionality for financial management, sales, customer service, and more.
OPERATIONS
Sage Intacct
The Sage Intacct system includes accounting, cash management, purchasing, and more all delivered through the cloud.
OPERATIONS
SAP Business One
SAP Business One is business management software designed for small and medium-sized enterprises.
OPERATIONS
Oracle NetSuite
NetSuite provides a suite of cloud-based applications, which includes financials, ERP, HR, professional services automation.
OPERATIONS
Indeed
Indeed is an online human resources software service for small and midsized businesses.
RECRUITING
BambooHR
BambooHR is an online human resources software service for small and midsized businesses.
HR
Microsoft Power Automate
Easily create automated workflows with Microsoft Power Automate to improve productivity with business process automation.
OPERATIONS
Google Apps Script
Apps Script is a scripting platform developed by Google for light-weight application development in the Google Workspace platform.
OPERATIONS
GitLab
GitLab is an open source code collaboration tool with a rich feature set including management of repositories.
OPERATIONS
GitHub
GitHub is the perfect place to share code and work collaboratively on private and open source software.
OPERATIONS
Azure DevOps
Azure DevOps is where teams manage, develop, and deliver software in the cloud. Azure DevOps provides free, project and test management tools.
OPERATIONS
AWS Lambda
AWS Lambda is a compute service that runs your code in response to events and automatically manages the compute resources for you.
OPERATIONS
SQL Server
SQL server (or MS SQL) is a top of the line database geared for the cloud.
OPERATIONS
PostgreSQL
PostgreSQL is a powerful, open-source database engine with a query optimizer and dozens of built in features, making it an easy choice for production databases.
OPERATIONS
MySQL
MySQL is a premier database used in millions of production environments around the world. Easily plug your MySQL database into any web service.
OPERATIONS
MongoDB
MongoDB is a powerful new database that makes it really easy to iterate and store non-relational data.
OPERATIONS
Sage Business Cloud Accounting
Sage Business Cloud Accounting offers accounting, expense management, project accounting, and compliance management capabilities.
OPERATIONS
Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces.
OPERATIONS
ZipRecruiter
ZipRecruiter is an American employment marketplace for job seekers and employers.
RECRUITING
Expensify
Expensify makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.
OPERATIONS
ADP
ADP is an American provider of human resources management software and services.
OPERATIONS
Typeform
If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it across all devices.
FORMS
Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
FORMS
Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, and start capturing entries without having to do any development.
FORMS
Twitter is the social network that shows what's happening around the world. Share your ideas in Tweets, and follow hashtags to keep up with trends.
SOCIAL MEDIA
LinkedIn Lead Gen Forms
Generate leads, drive website traffic, and build brand awareness with LinkedIn Ads, the #1 B2B platform.
MARKETING
Instagram Lead Ads
Instagram lead ads make signing up for business information easy. The Instagram lead ads app is useful for marketers who want to automate actions.
MARKETING
Hootsuite
Hootsuite is the leading social media dashboard allowing you to manage multiple networks and profiles and measure your campaign results.
MARKETING
Google Ads
Where advertisers pay to display brief advertisements, service offerings, product listings, and generate mobile application installs within the Google ad network.
MARKETING
Facebook Lead Ads
Facebook lead ads make signing up for business information easy for people and more valuable for businesses.
MARKETING
SharpSpring
Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.
MARKETING
Outreach
The Outreach Sales Engagement Platform helps efficiently and effectively engage prospects to drive more pipeline.
SALES OUTREACH
HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
MARKETING
ActiveCampaign
ActiveCampaign combines all aspects of email marketing into an easy-to-use platform. Seamlessly create beautiful and engaging emails.
EMAIL MARKETING
Use LinkedIn Jobs to boost your chances of getting hired through people you know.
SOCIAL MEDIA
WhatsApp Messenger is a freeware messaging service. The app allows the sending of SMS, voice calls, and video calls.
COMMUNICATION
Mitel
Help information flow through your organization to get more done faster and smarter with the right tools from Mitel.
COMMUNICATION
Aircall
Cloud based phone system and call center software all-in-one with Cloud Telephony Integrations (CTI).
CALLING
YouCanBook.me
Take bookings online. YouCanBook.me links to your calendar to allow your customers to book your services via the web.
SCHEDULING
Vimeo
Vimeo is a great tool for storing and distributing video content. It comes with powerful privacy and group features.
VIDEO
Youtube
YouTube allows people to discover, watch, and share videos. As well as connect, inform, and inspire others across the globe.
VIDEO
Vidyard
Vidyard is a video platform that makes it easy to add video into your emails, website, and everywhere else.
VIDEO
Parseur
Parseur is an easy-to-use email parser which lets you extract meaningful data from your automated emails.
CONTENT & FILES
OneDrive
OneDrive lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
CONTENT & FILES
Google Drive
Google Drive is a file sync app that lets you store all of your files online alongside your documents, and keep them synced with all of your devices.
CONTENT & FILES
Dropbox
Dropbox lets you store your files online, sync to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
CONTENT & FILES
Docparser
Docparser converts your PDF documents into structured and easy-to-handle data. With Docparser you can pull out data fields and tabular data from your documents.
CONTENT & FILES
Box
Box lets you keep all your businesses files in one place for simple online collaboration.
CONTENT & FILES
Amazon S3
Amazon Simple Storage Service is a fully redundant data storage system. It makes it easy to store and retrieve any amount of data, anytime, from anywhere.
CONTENT & FILES
Magento
Magento is the premier open source e-commerce app used by millions of customers each and every day.
COMMERCE
Adobe Sign
Adobe Sign is a cloud-based enterprise-class e-signature service that lets you replace paper and ink signature processes with fully automated electronic signatures.
E SIGNATURE
Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
E SIGNATURE
Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.
E SIGNATURE
PandaDoc
PandaDoc software that streamlines your sales workflows. Client-facing documents designed to win more business.
E SIGNATURE
Stripe
Stripe accepts payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies.
PAYMENTS
PayPal
PayPal is a fast, safe way to send money, make an online payment, receive money or set up a merchant account.
PAYMENTS
Invoice Ninja
Invoice Ninja is a free, open-source solution for invoicing and billing customers. Build and send invoices from any device.
PAYMENTS
Chargebee
Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflows.
PAYMENTS
Authorize.net
Authorize.Net is a US-based payment gateway provider, allowing merchants to accept credit card and electronic check payments.
PAYMENTS
WooCommerce
WooCommerce is the eCommerce platform for WordPress. This connection requires a paid extension.
E-COMMERCE
Shopify
Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
E-COMMERCE
ShipStation
ShipStation helps eCommerce retailers organize, process, and fulfill orders from all the most popular marketplaces.
E-COMMERCE
eBay
eBay is a premier auction site that allows anyone to buy and sell goods, from individuals to retailers.
E-COMMERCE
BigCommerce
BigCommerce is an e-commerce platform that provides an all-encompassing solution for a business' online store.
E-COMMERCE
Amazon
Amazon Seller Central enables both individuals and businesses to sell their products and inventory on Amazon.com.
COMMERCE
SignRequest
SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.
E SIGNATURE
SignNow
SignNow provides a secure eSignature solution that enables you to sign, send and manage documents anywhere.
E SIGNATURE
HelloSign
HelloSign is a brand new way to collect signatures and send important documents from an easy web interface.
E SIGNATURE
Power BI
Power BI provides business intelligence capabilities with a simple interface for users to create their own reports and dashboards.
BUSINESS INTELLIGENCE
Monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finishing.
PRODUCTIVITY
Google Analytics
Google Analytics is an industry standard freemium web and mobile analytics package.
ANALYTICS
IN-HOUSE
Professional Services + Integrations Support
At servis.ai, we offer premium in-house professional services as an alternative to implementing customizations/integrations yourself or hiring a third-party solutions partner.
For custom or more complex integrations, servis.ai’s robust Open API and professional services team lead the way for endless possibilities.
- Premium in-house professional service experts
- Custom integrations and complex configurations
- Custom scope of work and timeline estimates
- Transparent and competitive rates of $200/hour
Frequently Asked Questions
Here are answers to some common questions about servis.ai. If you don’t see an answer to your question here, we invite you to request a demo.
Our CRM experts are standing by to provide advice.
Integrations + Customizations
What if I want to connect servis.ai to my website, marketing tool, VOIP, or create a custom integration?
You can! servis.ai connects easily to your digital world. There are several options to integrate with servis.ai, whether you’re an IT wizard or a completely non-technical user.
Connecting Email Accounts
Connecting Phone Calls & VOIP Services
No-Code Integrations via Zapier
Most of our customers use Zapier, a user-friendly integration/automation tool, to connect servis.ai to thousands of loved applications, such as LinkedIn, Google Sheets, Web Forms, Mailchimp, Slack, DocuSign, and many more. These integrations are easy-breezy to set up and customize for the non-technical user. servis.ai also supports some alternatives to Zapier, such as Postman.
Low-Code Integrations via Webhooks
Webhooks are automated messages sent from apps when something happens. They use a permanent, stable URL that 3rd party systems can call to perform an action in servis.ai — kind of like an SMS message. Webhooks are most commonly used for VOIP / Phone Integrations, such as Twilio, Zoom Phone, Ring Central, Five 9, and more.
servis.ai Integration Platform
servis.ai has existing direct integrations with popular apps such as Slack, Mailchimp, DocuSign, Google Workspace, Office 365, and more. Just add your authentication code, configure your calls, and off you go. We’re constantly working on adding more direct integrations. Contact us for any requests.
Direct API Access
servis.ai embraces modern GraphQL APIs for exposing customizable graph data across multiple Apps within the servis.ai Platform. Any operation or data available through the servis.ai Web interface is accessible via secure backwards-compatible APIs. All authentication via the servis.ai platform is handled by the standard and secure OAuth2 protocol for all 3rd-party integrations and general API access.
Learn more: servis.ai Architecture | Security | api.freeagent.network
Custom Integrations / Complex Configurations
A lot can be accomplished with No-Code Integrations via Zapier, Webhooks, and our Direct Integration Platform. But for more custom or complex implementations, with servis.ai’s robust Open API, the possibilities are endless. For custom integrations, servis.ai customers have 3 options:
- Most customers choose to use their internal IT resources for custom integrations. Our Open API is well documented and robust enough for any purpose.
- Use a third-party solutions partner to develop and maintain the integration for you. This is common in case you don’t have the internal IT resources for your project.
- servis.ai Professional Services
At servis.ai, we offer a premium in-house professional services option as an alternative to hiring a third-party solutions partner. These are product experts who are passionate and knowledgeable about servis.ai, so you’ll find that it is a good option if you want to have a custom integration made. Our in-house services team uses simple hourly pricing at a current $200/hour rate. Customized estimates for professional services are typically only provided for current servis.ai customers.
