Connecting your Servis.ai instance with other business applications offers significant advantages, helping organizations streamline operations and make data-driven decisions with ease.

• Enhanced Efficiency and Productivity – Automating workflows minimizes manual data entry, allowing teams to focus on strategic tasks rather than routine processes.
• Improved Data Accuracy and Consistency – Real-time synchronization ensures that all departments have access to the latest, most reliable data, reducing errors and misalignment.
• Scalability and Flexibility – A well-integrated system can adapt to evolving business needs, making it easier to incorporate new tools and technologies without disrupting operations.

What are Integrations in Servis.ai?

Integrations in Servis.ai allow you to connect your instance with third-party applications, enhancing your workflow and optimizing productivity. In this article, we’ll explore the integrations supported by Servis.ai, their most common use cases, and the benefits of incorporating them into your workspace.

Supported Integrations

Servis.ai currently supports 11 integrations, each serving a unique purpose:

• Webhooks – Automate real-time data exchange between Servis.ai and other apps.
• Email Domain – Manage email communication efficiently within your organization.
• Zapier – Connect with thousands of apps without complex coding.
• VoIP – Enhance communication through voice-over IP services.
• SendGrid – Improve email deliverability and transactional messaging.
• DocuSign – Simplify electronic document signing and approvals.
• QuickBooks Online – Integrate financial data for seamless accounting.
• Slack – Enhance team collaboration with real-time messaging.
• OpenAI – Leverage AI-powered automation and insights.
• Website Tracking – Monitor visitor interactions for better decision-making.

Each integration requires a different setup and implementation process within Servis.ai. Next, we’ll explore why these integrations are essential and how they can elevate your workspace.

Webhooks

Webhooks in Servis.ai enable real-time data exchange with external platforms, eliminating the need for constant polling. This allows the system to react immediately to specific events through HTTP callbacks.

Servis.ai supports two types of webhook integrations:

• Outbound Webhooks: Send data to external systems as part of an automation. You decide when the webhook triggers and what data it includes.
• Inbound Webhooks: Receive data from third-party services. When data arrives, it can trigger automations or it can run custom code.

Webhooks Integration Options

Servis.ai supports two main types of webhook integrations, enabling seamless data exchange with external platforms:

1. Outbound Webhooks: Sending Data

You can send data from Servis.ai to an external service by setting up a webhook as an action within an automation.

This allows you to:

• Define when the webhook is triggered using custom conditions
• Choose what data is sent
• By selecting the Step field, you are deciding which record will be sent in the listEntityValues format for compatibility with our APIs
  • You can learn more about our API right here.

This setup gives you full control over the flow of information leaving the platform.

You can learn more about Outbound Webhooks with our dedicated article:

• Webhooks for Automations - to send data.

2. Inbound Webhooks: Receiving Data

Servis.ai also allows you to receive data via webhooks. When an external service sends data:

• It can trigger an automation if set to run asynchronously.
• It can execute custom code if set synchronously.

You can learn more about Inbound Webhooks with our dedicated article:

• Webhooks - to receive data.

This enables two-way communication, making it easy to both send and receive data between Servis.ai and other systems.

Email Domain

Set up your own email domain in Servis.ai and ensure your emails always land in inboxes, never in spam. This feature also includes automated domain health checks to maintain optimal email performance.

Enable Powerful Email Tracking

Gain full visibility into your email engagement with:

• Email open tracking – Know exactly when recipients open your emails.
• Link click tracking – See if and when links within your emails are clicked.
• Engagement metrics – Access detailed reports to measure email effectiveness.

Optimize Your Outreach Strategy

• Timely follow-ups – Schedule calls right after an email is opened.
• Improved conversions – Adjust your call-to-action if links aren’t being clicked.

With these insights, your team can refine communication strategies, increase engagement, and drive better results. You can learn more here.

Zapier

Zapier allows you to seamlessly connect Servis.ai with thousands of other web services, enabling automation without the need for coding. With Zaps—automated workflows that take just minutes to set up—you can streamline repetitive tasks and integrate apps that wouldn’t normally work together.

Each Zap begins with a Trigger, which pulls information from one app and initiates one or more Actions in other apps, ensuring your data flows automatically where it’s needed.

To help you hit the ground running, there are some popular pre-made Zaps that allow you to connect Servis.ai to some apps like Mailchimp or Slack. You can learn more here.

VoIP

VoIP (Voice over Internet Protocol) is a cutting-edge communication technology that enables voice and multimedia interactions over the internet, removing the need for traditional phone lines. Integrating VoIP into Servis.ai allows businesses to streamline customer interactions, boost efficiency, and reduce operational costs.

You can learn more here.

SendGrid

SendGrid is a powerful email delivery service that enhances how emails are sent from Servis.ai. By integrating SendGrid, you can send personalized email campaigns, automate bulk emails, and increase your sending limit from 50 to 1,000 emails per batch.

This integration also provides Effectiveness Reports, giving you valuable insights into campaign performance. You can learn more here.

DocuSign

Integrating DocuSign with Servis.ai simplifies electronic document handling, allowing users to send, track, and manage DocuSign files directly within the platform. This seamless integration enhances workflow efficiency by eliminating the need to switch between applications.

To get started, ensure you have an active DocuSign account and administrative privileges in Servis.ai to authorize the connection. Once integrated, you can customize fields and settings to match your specific requirements, creating a smooth and efficient document management process.

You can learn more here.

QuickBooks Online

Integrating QuickBooks Online with Servis.ai allows you to efficiently create, send, and manage invoices directly within the platform. This seamless connection ensures that your financial data remains consistent and up-to-date across both systems.

To set up this integration, navigate to Settings > Integrations > QuickBooks Online in Servis.ai, authorize your QuickBooks Online account, and configure the necessary customer and invoice fields. This setup streamlines your invoicing process, enhancing overall productivity. You can learn more here.

Slack

Connecting Slack with Servis.ai streamlines real-time communication by delivering alerts and updates directly to your Slack channels. This integration enables automated notifications for key events, such as closing a sales deal, ensuring your team stays informed.

Setting it up is simple: go to Settings > Integrations > Slack in Servis.ai, authorize your Slack account, and customize automations to fit your workflow. This integration boosts collaboration and keeps critical information flowing seamlessly within your team.

You can learn more here.

OpenAI

Why do I need Integrations in Servis.ai?

Integrating third-party applications with Servis.ai brings multiple advantages, from streamlining workflows to improving collaboration. Here’s why these integrations are essential:

1. Centralized Information & Simplicity

With integrations like QuickBooks Online and Website Tracking, you can consolidate financial data and user insights in one place. This ensures efficient data management and easy access to key information.

2. Improved Team Collaboration

Tools like Slack, Email Domain, and VoIP help teams stay connected and informed, reducing miscommunication and keeping data up-to-date.

3. Boosted Productivity

Automate manual tasks with Zapier and Webhooks, allowing teams to eliminate repetitive work and focus on strategic goals.

4. Unified Digital Ecosystem

By integrating platforms like Mailchimp, SendGrid, and DocuSign, you ensure seamless connectivity between marketing, communication, and document management tools, reducing app fragmentation.

5. Process Automation for Efficiency

Automate key processes with OpenAI, Webhooks, and SendGrid, enabling notifications, email automation, and meeting synchronization for smoother operations.

By leveraging these integrations, businesses can optimize workflows, enhance collaboration, and improve overall efficiency effortlessly.