Easily connect Servis with over 6000+ apps using Zapier. Powered by the Servis Public API, you can now automate tasks using our supported triggers and actions with your existing Zapier workflows.
Servis is currently not yet listed in the public Zapier App Directory. In the meantime, we invite you to integrate your Servis account with Zapier using a private link, or click here.
Supported Triggers and Actions
The Servis Zapier Integration allows you to build automated workflows by connecting your Servis data with thousands of other apps. You can trigger Zaps (Zapier automations) based on events that happen in Servis, or use create data within Servis when actions are initiated by other tools.
Below is a list of currently supported triggers and actions. These are powered by the Servis Public API.
Keep an eye out for more supported objects, triggers and actions, as this integration is ongoing development, and will continue growing as the Servis platform evolves.
🧑💼 Customer
Triggers
- New Customer - Triggered when a new customer is created within Servis.
- Updated Customer - Triggered when a customer is updated within Servis.
- Deleted Customer - Triggered when a customer is deleted within Servis.
Actions
- Find Customer - Find and return a customer object from Servis.
- Create Customer - Create a new customer in Servis.
- Update Customer - Modify an existing customer in Servis.
- Delete Customer - Delete a customer record in Servis.
☎️ Contact
Triggers
- New Contact - Triggered when a contact is created within Servis.
- Updated Contact - Triggered when a contact is updated within Servis.
- Delete Contact - Triggered when a contact is deleted within Servis.
Actions
- Find Contact - Find and return contact object from Servis.
- Create Contact - Create a new contact for a customer in Servis.
- Update Contact - Modify an existing contact for a customer in Servis.
- Delete Contact - Delete a contact from a customer in Servis.
🔐 Authentication
To connect your Servis account to Zapier:
- Navigate to 'Settings > Integration > API Logs'.
- Accept the Private Invitation.
- Once connected, you can start using Servis in any Zap.
🛟 Support
If you have any questions, don't hesitate to contact our lovely support team at support@servissoftware.com, we usually reply to emails within 1-2 hours during business hours.
If you need a hand getting started with Zapier, they have a plethora of feature guides and tutorials in their frequently updated blog, found here.