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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Created or Updated App Record" from servis.ai.

Add your action

An action happens after the trigger—such as "Add Attachment" in noCRM.io.

You’re connected!

Zapier seamlessly connects servis.ai and noCRM.io, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- App
  Required
- Triggered on Create or Update
  Required
Trigger
Polling
Try It
- App
  Required
- Field
  Required
- Field Value
  Required
Action
Write
- App
  Required
- Field
  Required
- Field Value
  Required
Action
Search
- App
  Required
- Field
  Required
- Field Value
  Required
Action
Search or write
- Event Name
Trigger
Instant
Try It

- Event Name
Trigger
Instant
Try It
- Event Name
  Required
Trigger
Instant
Try It

- Event Name
- Step Event Name
  Required
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
- Prospecting list
Trigger
Instant
Try It
- Lead
  Required
- Attachment name
  Required
- Attachment
  Required
Action
Write
- Item ID (Lead or Prospect)
  Required
- Simplified API path
  Required
Action
Write
- Unassigned_explanation
- Lead
  Required
- Status
  Required
Action
Write
- Lead
  Required
- Activity
  Required
- Comment
Action
Write
- Prospecting List
  Required
Action
Write
- Title
  Required
- Description addon
- Field_explanation
- User Email
- Tags
- Creation date
- Step Name
Action
Write
- Lead
  Required
- Estimated closing date
  Required
Action
Write
- Title
  Required
Action
Search

- App
  Required
Action
Write
- App
  Required
- Field
- Field Value
Action
Write
- Entity
  Required
- Search Field
  Required
- Search Field Value
  Required
Action
Search or write
- Event Name
- User
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
- Status Event Name
  Required
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
- Status Event Name
  Required
Trigger
Instant
Try It
- Lead
  Required
- User Email
Action
Write
- Lead
  Required
- New Lead's Title
  Required
Action
Write
- Lead
  Required
- Step Name
  Required
Action
Write
- Lead
  Required
- Comment
  Required
Action
Write
- Lead
  Required
- Tag Names
  Required
Action
Write
- Lead
  Required
- Amount
  Required
- Probability (0-100)
Action
Write
- Email
  Required
- Status
- Tags
- Include unassigned leads
- Include_unassigned_explanation
Action
Search
- Email
  Required
- Status
- Tags
- Include unassigned leads
- Include_unassigned_explanation
- Title
  Required
- Description addon
- Field_explanation
- User Email
- Creation date
- Step Name
Action
Search or write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect servis.ai and noCRM.io to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate noCRM.io on the Zapier blog

Make work flow with AI

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About servis.ai

servis.ai is an AI-powered platform that helps healthcare, sales, and marketing teams automate workflows and scale effortlessly.

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Related categories

Sales & CRM

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About noCRM.io

noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end

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