Connect Servis.ai and Google Sheets

Servis.ai sends a webhook for the CRM events you choose, such as new or updated deals and contacts. FlowMattic catches each one and writes it to Google Sheets, so sales managers can keep a pipeline log, analysts can chart activity, and people without CRM seats can read the records they need.

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7 triggers 19 actions 5 example workflows 2 ready-made templates Unlimited runs

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When this happens in Servis.ai1 trigger

Do this in Google Sheets19 actions

1. TriggerSetup Webhooks

2. ActionAdd New Row

When Servis.ai fires Setup Webhooks, FlowMattic runs Add New Row in Google Sheets with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Servis.ai and Google Sheets workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Ready-made template

Log every Servis.ai webhook event in a sheet

Each event you set up in Servis.ai adds a row with the record and what happened, giving you an activity log outside the CRM.

Setup WebhooksAdd New Row

View the template

Send each record type to its own tab

A Router reads the object in the event, such as deal or contact, and writes it to the matching tab, so each list stays clean.

Setup WebhooksRouterAdd New Row

Keep one row per record with its latest values

Look the record ID up first. Existing records are updated and new ones are added, so the sheet reflects the CRM as it is now.

Setup WebhooksLookup Row DataRouterUpdate Row

Flatten nested event data before it is written

JSON Parser pulls the fields you need out of the webhook body, so columns hold plain values instead of blocks of text.

Setup WebhooksJSON ParserAdd New Row

Log only deals that reach a chosen stage

A Filter passes events where the stage matches, for example Won, so the sheet becomes a list of closed deals for commission.

Setup WebhooksFilterAdd New Row

Set up: a log of CRM events

When you are done, each webhook event Servis.ai sends adds a row to your log.

Prepare the log
Create headers such as Record ID, Object, Event, Name and Time.
Connect Google Sheets
In Connects, add a Google account with edit access to the log.
Choose Setup Webhooks
Create a workflow with the Servis.ai Setup Webhooks trigger and pick the events the trigger step offers.
Make a test change
Create or edit a record in Servis.ai so FlowMattic captures an event.
Map and switch on
Add Google Sheets Add New Row, map the event fields, test the step and turn the workflow on.

Import the ready-made template Beginner, about 5 min to set up

From Servis.ai	To Google Sheets
Record ID	Record ID
Object type	Object
Event	Event
Record name	Name

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

Setup Webhooks is one trigger that carries every event you subscribe to, so route on the event or object when they need different tabs.
The fields depend on the object and your custom fields, so the mapping is an example. Capture one event of each type before mapping.
Store the record ID in its own column. The update workflow finds rows by it.

Servis.ai

Integration page

Triggers (1)

Setup WebhooksTriggers on the specified setup of the events inside FreeAgent.

Google Sheets

Integration page

Triggers (6)

New Spreadsheet RowTrigger when a new row is added to the spreadsheet
New Or Updated Spreadsheet RowTrigger when a row is updated in the spreadsheet
Deleted Spreadsheet RowTrigger when a row is deleted from the spreadsheet
Update Cell DataTrigger when any cell is updated in the spreadsheet
Update Specific Cell DataTrigger when a specific cell is updated in the spreadsheet
Update Specific Column ValueTrigger when a specific column value is updated in the spreadsheet

Actions (19)

Add New RowAdd a new row with mapped data
Update RowUpdate existing row in specific spreadsheet with mapped data
Delete RowDelete row by ID in specific spreadsheet
Clear Row DataClear data or row by ID in specific spreadsheet
Lookup Row DataSearch for data in specific spreadsheet
Get Cell DataGet data for particular cell in specific spreadsheet
Update Cell DataUpdate data for particular cell in specific spreadsheet
Get Row CountGet total number of rows in specific spreadsheet
Get Row DataGet rows data from the sheet based on specified range
Create Spreadsheet ColumnCreate a new column in specific spreadsheet
Create New SheetCreate a new sheet in specific spreadsheet
Import CSV or JSON to Existing SheetImport CSV or JSON data to existing sheet in specific spreadsheet
Copy SheetCopy a sheet to another or within the same spreadsheet
Get RowsRetrieve rows in JSON format for use with Iterator
Export sheet to CSVExport the selected sheet to CSV format and save to WordPress Media Library
Export Sheet to ExcelExport the spreadsheet to Excel (.xlsx) format and save to WordPress Media Library
Export Sheet to PDFExport the spreadsheet to PDF format and save to WordPress Media Library
Export Sheet to OpenDocumentExport the spreadsheet to OpenDocument (.ods) format and save to WordPress Media Library
Export Sheet to TSVExport the selected sheet to TSV format and save to WordPress Media Library

Why run this pair with FlowMattic

Servis.ai and Google Sheets connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

CRM data on your server

Deal and contact details pass through your own WordPress site to the sheet, with no other automation account in between.

Busy pipelines cost the same

Runs are unlimited, so a team logging many updates a day needs no bigger plan.

Reports without extra seats

Finance and leadership read pipeline data in a sheet instead of needing CRM logins.

Common questions

How do I send Servis.ai data to Google Sheets?

Create a workflow with the Servis.ai Setup Webhooks trigger, choose the events you want, make a test change, then add Google Sheets Add New Row and map the record fields.

Can deals and contacts go to different tabs?

Yes. Add a Router after the trigger with a path per object type, each writing to its own tab with Add New Row.

How do I avoid a new row for every edit?

Look the record ID up with Lookup Row Data, then use a Router to run Update Row when it exists and Add New Row when it does not.

Will edits in the sheet go back to Servis.ai?

No. These workflows copy Servis.ai events into the sheet. Keep editing records in the CRM.

Did not find your answer? You can browse the help center or ask us directly.

Start automating Servis.ai and Google Sheets

Install FlowMattic, connect both accounts and import a template. Every run stays on your own server.

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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Servis.ai integration 1.0.0, Google Sheets integration 2.2.4.