How-To Guides

App Creation

• How to Create a Custom App - Part 1
• How to Create a Custom App - Part 2
• How to Create a Custom App - Part 3
• How to Create a Custom App - Part 4
• How to Create a Custom App - Part 5

Import & Export

• Automated Import (FreeAgent API)
• Import Your Data in Servis.ai
• How to Update Your Data in Servis.ai
• Export Your Data in Servis.ai
• Export to Mailchimp
• Document Templates (Docmosis)

Manage Records

• Bulk Edit/Update
• All Columns - Feature Overview
• Activity Roll-Up
• How to Manage Records in Servis.ai
• Duplicate Records
• Merge Records

See all 9 articles

Workflow Examples

• Workflow Template: Lead Follow-Up
• Workflow Template: Quote Discount Approval
• Workflow + Slack Integration - Notify on Opportunities Changes
• Workflow + Slack Integration - Create New Channel for New Business Opportunities

Calculated Field Examples

• Calculating the Cycle Time of a Deal
• Calculate the Total Number of Days Between Two Dates
• Calculate the Forecast Amount
• Calculate the Total of an Opportunity After a Discount

Coding in Servis.ai

• Using the Code Editor

Webhook Examples

• Webhooks - Webform Integrations

API

• Servis.ai API