Connect Servis.ai with another app

Servis.ai integration

Connect Servis.ai with 918+ other apps in FlowMattic. Pick a trigger, add Servis.ai steps, map the fields from earlier steps and run the workflow on your own server with no per-task fees.

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1 trigger Integration version 1.0.0 Category: CRM (Customer Relationship Management) Unlimited workflows and runs

Pair Servis.ai with another app

See what the two do together: triggers, actions and example workflows.

Popular with Servis.ai

Triggers and actions for Servis.ai

A trigger is the Servis.ai event that starts a workflow. An action is what FlowMattic does in Servis.ai from a step.

Event	What it does	Type
Setup Webhooks	Triggers on the specified setup of the events inside FreeAgent.	Trigger

Three steps to a running Servis.ai workflow

The builder keeps the order you think in: connect the app, choose what starts the workflow, add what should happen.

Connect
Authorise Servis.ai once
Add a Servis.ai connection under Connects and reuse it in every workflow. Credentials stay in your WordPress database.
Trigger
Pick what starts it
Start from a Servis.ai event, or from a WordPress event, a form, a webhook, a schedule or any of the 918+ integrations, then capture a sample so later steps can map real fields.
Act
Add Servis.ai steps and logic
Chain Servis.ai actions with Router, Filter, Iterator and Delay, test each step against captured data, then switch the workflow on.

Servis.ai workflows people build

Each example pairs Servis.ai with an app it is often used with. Build any of them on the canvas, or start from the workflow library.

Log new Servis.ai webhook events to a Google Sheets spreadsheet

Servis.ai to Google Sheets

Send a Slack alert when a Servis.ai record is created or updated

Servis.ai to Slack

Add new Servis.ai contacts to a Mailchimp audience for nurturing

Servis.ai to Mailchimp

Create a HubSpot CRM contact from each new Servis.ai webhook payload

Servis.ai to HubSpot CRM

Send a follow-up email via Gmail when a Servis.ai deal changes stage

Servis.ai to Gmail

When a Servis.ai webhook fires, add a Google Sheets row, notify the team in Slack, then mark the row processed

Servis.ai to Google Sheets, then Slack, then Google Sheets

Browse the workflow library

Connect Servis.ai with other apps

278 apps have triggers or actions that work with Servis.ai. The ones used together most often come first.

Showing 24 of 278 apps

About Servis.ai

FlowMattic integration version 1.0.0

Servis.ai is a cloud-based customer relationship management platform that helps sales teams track deals, contacts, and activities while automating their pipeline workflows. Connect Servis.ai to FlowMattic to automatically sync new records and updates with your email, spreadsheet, and messaging tools whenever a webhook event fires.