servis.ai and Salesflare
How to connect servis.ai
- Via Zapier — 7 operations available. Set it up ↗
About servis.ai
servis.ai is an AI-powered platform that helps healthcare, sales, and marketing teams automate workflows and scale effortlessly.
servis.ai operations on Zapier
Triggers (1)
Start a workflow when this happens
- Created or Updated App Record — Triggers when an App Record is created or updated
Actions (5)
Things Salesflare can make it do
- Create App Record — Creates a new App Record
- Find Or Create App Record — Finds an App Record by any matching field and value, creates it when not found
- Find or create a Entity — Find a Entity by selected field, if it doesn't exist, create it.
- Update App Record — Updates an App Record
- Upsert App Record With Lines — Upserts an App Record with Lines
Searches (1)
Look up existing records
- Find App Record — Finds an App Record by any matching field and value.
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