Automation Actions - Index

This is your go-to guide for understanding what’s possible within Servis.ai automations. This index offers a clear overview of each available action, helping you design smarter, more efficient automations.

Whether you're automating tasks, updating records, sending emails or Slack alerts, or integrating external tools via webhooks, each action serves a specific purpose.

In this index we show the following actions:

1. Wait
2. Create Record
3. Update Record
4. Custom Code
5. Send Email
6. Send Text
7. Slack Alert
8. Assign Record
9. Email WebForm
10. Add Note
11. AI Assist
12. Generate Document
13. Create Task
14. Schedule Meeting
15. Find Record
16. Webhook
17. Stop If

Wait

The Wait action lets you control the timing of your automation by pausing the flow before moving to the next step. It's particularly useful when managing multiple actions that need to be spaced out based on time, task completion, or user behavior.

You can learn more about this action from this article.

Create Record

Create Record Action lets you automatically generate a new record with precise control over which fields are filled out. You can define the relationship between this new record and the one that triggers the automation, ensuring everything stays connected. Customize only the fields that matter most, keeping your automations efficient and focused.

You can learn more about this action from this article.

Update Record

Custom Code

Send Email

Automating emails can save you time and keep your messaging consistent—especially when using templates. With Servis.ai, the Send Email action allows you to automatically send emails based on specific triggers, like when a record is created or updated.

You can learn more about this action from this article.

Send Text

This guide explains how to automate sending a text message using a pre-existing template within Servis.ai. To set it up, you’ll need to name the action, choose a sender, and define the recipient’s phone number.

You can learn more about this action from this article.

Slack Alert

The Slack Alert action lets you automatically send messages to specific Slack channels as part of your automations.

It's a powerful way to keep your team in the loop—whether you're notifying sales about a new lead, alerting support about a ticket update, or sharing real-time updates from your system.

You can learn more about this action from this article.

Assign Record

The "Assign Record" action makes it easy to automatically assign Leads, Contacts, Accounts, Deals, Tickets, and more in your Servis.ai automation. Whether you want assignments based on specific conditions or simply spread evenly across your team, this action has you covered. 

You can learn more about this action from this article.

Email WebForm

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.

You can learn more about this action from this article.

Add Note

The Add Note action in Servis.ai makes it easy to attach updates, context, or reminders to records automatically. You can write plain text, personalize messages with dynamic tags, and use @mentions to notify teammates directly.

You can learn more about this action from this article.

AI Assist

The AI Lead Score feature streamlines your workflow by automatically evaluating leads within your Activity Timeline. Activated through an App Action on a record’s Detail Page, this tool assesses the potential value of leads—such as Contacts and Accounts—using AI-driven analysis.

You can learn more about this action from this article.

Generate Document

The Generate Document action allows you to automatically create personalized documents using dynamic data from your records. By applying a simple tag-based syntax within a pre-defined template, this action fills in key details—like names, dates, or custom fields—directly into a .docx file.

You can learn more about this action from this article.

Create Task

The Create Task action lets you generate and assign a new task as part of an automated process. Within this action, you can define the task type to categorize it appropriately, assign it to a specific team member or role, and configure notifications to ensure the assigned person receives an alert about the new task.

You can learn more about this action from this article.

Schedule Meeting

The Schedule Meeting feature in Servis.ai automations simplifies the process of organizing meetings by scheduling them automatically based on predefined conditions. 

Users can customize key details, including meeting templates, start times based on trigger events, duration, owner, and attendees.

You can learn more about this action from this article.

Find Record

Webhook