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.
Sendgrid
Maximize your email’s inbox placement and ensure deliverability through Sendgrid.
Quickbooks Online
DocuSign
RingCentral
Twilio
Slack
Through direct integration with servis.ai, you can easily share CRM status and deals stage updates, new leads alerts, and more with Slack.
Mailchimp
Create targeted email campaigns, sync contacts from servis.ai, and import email campaign reporting to your CRM.
Google Calendar
Gmail
Pair your Gmail account with servis.ai in a few clicks. There is no confusing setup, plug-in installation, or need for server information or routing codes.
Outlook Calendar
Outlook
IMAP
Exchange
Pair your Exchange account with servis.ai in a few clicks. There is no confusing setup or plug-in installation.
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.
- Low-Code Integrations via Webhooks
- Direct API Access
- Well-documented API
- Professional Services available
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
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 Calls & VOIP Services
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.
No-Code Integrations via Zapier
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.
Low-Code Integrations via Webhooks
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 Integration Platform
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.
Direct API Access
Custom Integrations / Complex Configurations
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:
- Most customers choose to use their internal IT resources for custom integrations. Our Open API is well documented and robust enough for any purpose.
- 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.
- 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.
What about implementation assistance or personalized live training for my team?
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.
What about general support? Is there any support included in my subscription?
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.
