The Email Webform action in Servis.ai helps streamline your workflow by automatically sending pre-filled webforms to the right people at the right time. Whether you're onboarding clients, collecting feedback, managing approvals, or starting a new request, this feature simplifies the process by removing the need for manual follow-ups. It ensures clear, consistent communication while saving time and keeping everything on track.
To learn more about webforms see the following article.
Name: Give the action a clear name so it's easy to recognize later.
Webform: Choose an existing webform from the dropdown menu. This form will be included in the email that's sent as part of the automation action.
From: Use this dropdown to choose a field from a record in the selected app (set at the start of the automation). Each available record is linked to a user in your Servis.ai instance, and their email will be used as the value for this field.
To: This dropdown lets you choose where the email with the webform will be sent. It works like the From field, but also includes email fields from the selected record—such as “Work Email” or “Personal Email.” You can select any of these, as well as fields linked to users in your Servis.ai instance.
Subject (required): Enter the subject line for the email. You can also use merge tags to personalize it—learn more about how to use them in this article.
Message: Write the body of the email here. You can also use merge tags to personalize the content.
Button Name: This field has two modes and sets the text that will appear on the button inside the email, which opens the webform.
- From Static Value: Manually enter the button name you want to display.
- From [Selected App]: Choose a specific field from the app selected at the start of the automation to use as the button name.
If you want to know more about other actions for the automation builder, check this article.