is now

Integrations

All your favorite tools in one, happy place

Out-of-the-Box Integrations

Out-of-the-box integrations are pre-installed and ready to roll with popular use cases — sign in to servis.ai, connect and go.

No-Code Integrations via Zapier

Connect servis.ai with thousands of the most popular apps, so you can automate your work and have more time for what matters most — no code required.

Other Popular Integrations

While Out-of-the-Box integrations and Zapier are the most popular, there are more ways to integrate servis.ai with all of your favorite tools. With webhooks and servis.ai’s robust Open API, the possibilities are endless.

Keragon

Instantly connect all your healthcare software to build HIPAA-compliant automations, without code. Automate your healthcare workflows with our drag & drop workflow builder. The possibilities are limitless and no coding skills are required.

WORKFLOW

Zoom Phone

Seamlessly integrate Zoom Phone with servis.ai. Popular features include Click-to-Dial, Incoming Call Screen Pop, Call Log with Recording URL.

CALLING

ZoomInfo

ZoomInfo is a growth acceleration platform delivering accurate and actionable contact and business information to empower your sales, marketing, and recruiting teams.

DATA INTELLIGENCE

Frequently Asked Questions

Here are answers to some common questions about servis.ai. If you don’t see an answer to your question here, we invite you to request a demo.

Our CRM experts are standing by to provide advice.

Integrations + Customizations

What if I want to connect servis.ai to my website, marketing tool, VOIP, or create a custom integration?

You can! servis.ai connects easily to your digital world. There are several options to integrate with servis.ai, whether you’re an IT wizard or a completely non-technical user.

Connecting Email accounts to servis.ai is as easy as following the prompts within servis.ai. You have plenty of options in your individual and team settings to control exactly what emails are visible in servis.ai.

Connecting Phone numbers to servis.ai is as easy as following the prompts within servis.ai. For teams that would like to integrate servis.ai with a VOIP service instead of individual phone numbers, a VOIP integration is required. Many are available directly using servis.ai Integration Platform, such as RingCentral, MS Teams, Zoom Phone, Dialpad Integrations, and many others are easily connected by the use of Low-Code Webhooks Integrations.

Most of our customers use Zapier, a user-friendly integration/automation tool, to connect servis.ai to thousands of loved applications, such as LinkedIn, Google Sheets, Web Forms, Mailchimp, Slack, DocuSign, and many more. These integrations are easy-breezy to set up and customize for the non-technical user. servis.ai also supports some alternatives to Zapier, such as Postman.

Webhooks are automated messages sent from apps when something happens. They use a permanent, stable URL that 3rd party systems can call to perform an action in servis.ai — kind of like an SMS message. Webhooks are most commonly used for VOIP / Phone Integrations, such as Twilio, Zoom Phone, Ring Central, Five 9, and more.

servis.ai has existing direct integrations with popular apps such as Slack, Mailchimp, DocuSign, Google Workspace, Office 365, and more. Just add your authentication code, configure your calls, and off you go. We’re constantly working on adding more direct integrations. Contact us for any requests.

servis.ai embraces modern GraphQL APIs for exposing customizable graph data across multiple Apps within the servis.ai Platform. Any operation or data available through the servis.ai Web interface is accessible via secure backwards-compatible APIs. All authentication via the servis.ai platform is handled by the standard and secure OAuth2 protocol for all 3rd-party integrations and general API access. Learn more: servis.ai Architecture | Security | servis.ai API Documentation

A lot can be accomplished with No-Code Integrations via Zapier, Webhooks, and our Direct Integration Platform. But for more custom or complex implementations, with servis.ai’s robust Open API, the possibilities are endless. For custom integrations, servis.ai customers have 3 options:

  1. Most customers choose to use their internal IT resources for custom integrations. Our Open API is well documented and robust enough for any purpose.
  2. Use a third-party solutions partner to develop and maintain the integration for you. This is common in case you don’t have the internal IT resources for your project.
  3. servis.ai Professional Services
    At servis.ai, we offer a premium in-house professional services option as an alternative to hiring a third-party solutions partner. These are product experts who are passionate and knowledgeable about servis.ai, so you’ll find that it is a good option if you want to have a custom integration made. Our in-house services team uses simple hourly pricing at a current $200/hour rate. Customized estimates for professional services are typically only provided for current servis.ai customers.

Our in-house services team is happy to provide these as well for the same simple hourly rate. Hours are sold in 10-hour-packs.

Yes! With servis.ai, you’ll enjoy an exceptional Support Portal with outstanding ticket resolution times. For setup and features questions, utilize our handy Help Center and in-product tours and tool-tips.

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