Connect servis.ai and Switchboard Canvas

Both apps 9servis.ai 5Switchboard Canvas 4

• Trigger
  Created or Updated App Record

  Triggers when a record in the chosen servis.ai app is created or updated.

• Action
  Create App Record

  Creates a new record in any servis.ai app (contacts, deals, accounts or a custom app) and returns its ID and field values.

• Action
  Find App Record

  Finds the first record in a servis.ai app whose chosen field equals a value.

• Action
  Update App Record

  Updates fields on an existing record in any servis.ai app and returns the updated record.

• Action
  Upsert App Record With Lines

  Creates or updates a servis.ai record together with its line items in one step.

• Trigger
  New Template

  Triggers when a new template is added to your Switchboard Canvas account.

• Action
  Create Image

  Creates an image from a template at the width and height you give, replacing template element values with your overwrites, and returns the URL of the generated image (kept for 7 days).

• Action
  List Template Elements

  Returns the elements defined in a template, each with its name and type (text, image or rectangle), so you know which elements you can overwrite.

• Action
  List Templates

  Returns the image templates defined in your Switchboard Canvas account, with each template's API name and display name.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.