# Serval Documentation

## Docs

- [Create Access Policy](https://docs.serval.com/api-reference/access-policy-api/create-access-policy.md): Create a new access policy for a team.
- [Delete Access Policy](https://docs.serval.com/api-reference/access-policy-api/delete-access-policy.md): Delete an access policy.
- [Get Access Policy](https://docs.serval.com/api-reference/access-policy-api/get-access-policy.md): Get a specific access policy by ID.
- [List Access Policies](https://docs.serval.com/api-reference/access-policy-api/list-access-policies.md): List all access policies for a team.
- [Update Access Policy](https://docs.serval.com/api-reference/access-policy-api/update-access-policy.md): Update an existing access policy.
- [Create Access Policy Approval Procedure](https://docs.serval.com/api-reference/access-policy-approval-procedure-api/create-access-policy-approval-procedure.md): Create a new approval procedure for an access policy.
- [Delete Access Policy Approval Procedure](https://docs.serval.com/api-reference/access-policy-approval-procedure-api/delete-access-policy-approval-procedure.md): Delete an approval procedure for an access policy.
- [Get Access Policy Approval Procedure](https://docs.serval.com/api-reference/access-policy-approval-procedure-api/get-access-policy-approval-procedure.md): Get a specific approval procedure by ID for an access policy.
- [List Access Policy Approval Procedures](https://docs.serval.com/api-reference/access-policy-approval-procedure-api/list-access-policy-approval-procedures.md): List all approval procedures for an access policy.
- [Update Access Policy Approval Procedure](https://docs.serval.com/api-reference/access-policy-approval-procedure-api/update-access-policy-approval-procedure.md): Update an existing approval procedure for an access policy.
- [Create Access Profile](https://docs.serval.com/api-reference/access-profile-api/create-access-profile.md): Create a new access profile for a team.
- [Delete Access Profile](https://docs.serval.com/api-reference/access-profile-api/delete-access-profile.md): Delete an access profile.
- [Get Access Profile](https://docs.serval.com/api-reference/access-profile-api/get-access-profile.md): Get a specific access profile by ID.
- [List Access Profiles](https://docs.serval.com/api-reference/access-profile-api/list-access-profiles.md): List all access profiles for a team.
- [Update Access Profile](https://docs.serval.com/api-reference/access-profile-api/update-access-profile.md): Update an existing access profile.
- [Create Access Relationship](https://docs.serval.com/api-reference/access-relationship-api/create-access-relationship.md): Create an access relationship on a subject (app instance, resource, role, or team). Use relationship_type=OWNER to add an owner.
- [Delete Access Relationship](https://docs.serval.com/api-reference/access-relationship-api/delete-access-relationship.md): Delete an access relationship.
- [Get Access Relationship](https://docs.serval.com/api-reference/access-relationship-api/get-access-relationship.md): Get a specific access relationship by ID.
- [List Access Relationships](https://docs.serval.com/api-reference/access-relationship-api/list-access-relationships.md): List access relationships for a subject (app instance, resource, role, or team).
- [Update Access Relationship](https://docs.serval.com/api-reference/access-relationship-api/update-access-relationship.md): Update an access relationship. You can change the relationship type, target, and target type.
- [Create Access Request](https://docs.serval.com/api-reference/access-request-api/create-access-request.md): Create an access request for a role. The request will go through the configured approval flow before access is provisioned.
- [Get Access Request](https://docs.serval.com/api-reference/access-request-api/get-access-request.md): Get a specific access request by ID.
- [List Access Requests](https://docs.serval.com/api-reference/access-request-api/list-access-requests.md): List access requests for a team. Filter by user, entitlement, app instance, status, or time range.
- [List Requestable Roles](https://docs.serval.com/api-reference/access-request-api/list-requestable-roles.md): List roles that are available for requesting access. Returns roles with their access policy IDs so callers can look up policy constraints (max duration, justification requirements) via the Access Policy API.
- [Revoke Access Request](https://docs.serval.com/api-reference/access-request-api/revoke-access-request.md): Revokes an active access request, ending the user's access early. The request must be provisioned and not yet concluded.
- [Search Access Requests](https://docs.serval.com/api-reference/access-request-api/search-access-requests.md): Search access requests with filters. Supports filtering by entitlement, app instance, status, user IDs, time range, and linked ticket.
- [Create App Instance](https://docs.serval.com/api-reference/app-instance-api/create-app-instance.md): Create a new app instance for a team.
- [Delete App Instance](https://docs.serval.com/api-reference/app-instance-api/delete-app-instance.md): Delete an app instance.
- [Get App Instance](https://docs.serval.com/api-reference/app-instance-api/get-app-instance.md): Get a specific app instance by ID.
- [List App Instance Integrations](https://docs.serval.com/api-reference/app-instance-api/list-app-instance-integrations.md): List integrations for an app instance. Returns integration IDs and metadata (no credentials). Use the integration ID with endpoints like Sync Ticket to Channel.
- [List App Instances](https://docs.serval.com/api-reference/app-instance-api/list-app-instances.md): List app instances owned by the team along with those shared with it.
- [Update App Instance](https://docs.serval.com/api-reference/app-instance-api/update-app-instance.md): Update an existing app instance.
- [Batch Create App Resources](https://docs.serval.com/api-reference/app-resource-api/batch-create-app-resources.md): Create multiple app resources for an app instance in a single request.
- [Batch Update App Resources](https://docs.serval.com/api-reference/app-resource-api/batch-update-app-resources.md): Update multiple app resources in a single transactional request. Either all updates succeed or all fail.
- [Create App Resource](https://docs.serval.com/api-reference/app-resource-api/create-app-resource.md): Create a new app resource for an app instance.
- [Delete App Resource](https://docs.serval.com/api-reference/app-resource-api/delete-app-resource.md): Delete an app resource.
- [Get App Resource](https://docs.serval.com/api-reference/app-resource-api/get-app-resource.md): Get a specific app resource by ID.
- [List App Resources](https://docs.serval.com/api-reference/app-resource-api/list-app-resources.md): List all app resources for a team, optionally filtered by app instance.
- [Search App Resources](https://docs.serval.com/api-reference/app-resource-api/search-app-resources.md): Search app resources with filters in the request body. Filter by team ID, app instance IDs, or external IDs.
- [Update App Resource](https://docs.serval.com/api-reference/app-resource-api/update-app-resource.md): Update an existing app resource.
- [Batch Update App Resource Roles](https://docs.serval.com/api-reference/app-resource-role-api/batch-update-app-resource-roles.md): Update multiple app resource roles in a single transactional request. Either all updates succeed or all fail.
- [Create App Resource Role](https://docs.serval.com/api-reference/app-resource-role-api/create-app-resource-role.md): Create a new app resource role for a resource.
- [Delete App Resource Role](https://docs.serval.com/api-reference/app-resource-role-api/delete-app-resource-role.md): Delete an app resource role.
- [Get App Resource Role](https://docs.serval.com/api-reference/app-resource-role-api/get-app-resource-role.md): Get a specific app resource role by ID.
- [List App Resource Roles](https://docs.serval.com/api-reference/app-resource-role-api/list-app-resource-roles.md): List all app resource roles for a team, optionally filtered by resource.
- [Search App Resource Roles](https://docs.serval.com/api-reference/app-resource-role-api/search-app-resource-roles.md): Search app resource roles with filters in the request body. Filter by team ID or resource IDs.
- [Update App Resource Role](https://docs.serval.com/api-reference/app-resource-role-api/update-app-resource-role.md): Update an existing app resource role.
- [Create Approval Delegation](https://docs.serval.com/api-reference/approval-delegation-api/create-approval-delegation.md): Create a new approval delegation rule. Optionally specify a delegator_user_id to create on behalf of another user.
- [Delete Approval Delegation](https://docs.serval.com/api-reference/approval-delegation-api/delete-approval-delegation.md): Delete an approval delegation rule.
- [Get Approval Delegation](https://docs.serval.com/api-reference/approval-delegation-api/get-approval-delegation.md): Get an approval delegation rule by its ID.
- [List Approval Delegations](https://docs.serval.com/api-reference/approval-delegation-api/list-approval-delegations.md): List approval delegation rules. Optionally filter by delegator_user_id.
- [Update Approval Delegation](https://docs.serval.com/api-reference/approval-delegation-api/update-approval-delegation.md): Update an existing approval delegation rule.
- [Get Approval Request](https://docs.serval.com/api-reference/approval-request-api/get-approval-request.md): Get a single approval request by ID.
- [Get Approval Request Step](https://docs.serval.com/api-reference/approval-request-api/get-approval-request-step.md): Get a single step for an approval request.
- [List Approval Request Steps](https://docs.serval.com/api-reference/approval-request-api/list-approval-request-steps.md): List all steps for an approval request, including approver resolutions.
- [List Approval Requests](https://docs.serval.com/api-reference/approval-request-api/list-approval-requests.md): List all approval requests for a team.
- [Search Approval Requests](https://docs.serval.com/api-reference/approval-request-api/search-approval-requests.md): Search approval requests with filters such as resource type, result status, and date range.
- [List Audit Logs](https://docs.serval.com/api-reference/audit-log-api/list-audit-logs.md): List audit logs for your organization. You can optionally filter by time range.
- [Create Token](https://docs.serval.com/api-reference/auth-api/create-token.md): Create a token for use across the API.
- [List Custom Field Options](https://docs.serval.com/api-reference/custom-field-api/list-custom-field-options.md): List the available custom field definitions for a team and ticket type. Returns field definitions with empty values. Use this to discover field keys before setting values on tickets.
- [Create Custom Service](https://docs.serval.com/api-reference/custom-service-api/create-custom-service.md): Create a new custom service for a team. Custom services represent external APIs or systems that are not built-in integrations.
- [Delete Custom Service](https://docs.serval.com/api-reference/custom-service-api/delete-custom-service.md): Delete a custom service. This will not delete any app instances that use this custom service.
- [Get Custom Service](https://docs.serval.com/api-reference/custom-service-api/get-custom-service.md): Get a specific custom service by ID.
- [List Custom Services](https://docs.serval.com/api-reference/custom-service-api/list-custom-services.md): List all custom services for a team.
- [Update Custom Service](https://docs.serval.com/api-reference/custom-service-api/update-custom-service.md): Update an existing custom service.
- [Aggregate Entities](https://docs.serval.com/api-reference/entity-api/aggregate-entities.md): Aggregate live-entity counts for one entity schema (database), grouped by entity type or by creation-time bucket (day or month). Supports optional entity-type restriction and an optional created-at window. This is the scalable way to count entities — counting via paginated search does not scale to l…
- [Create Entity](https://docs.serval.com/api-reference/entity-api/create-entity.md): Create a new entity for a team.
- [Delete Entity](https://docs.serval.com/api-reference/entity-api/delete-entity.md): Delete an entity.
- [Get Entity](https://docs.serval.com/api-reference/entity-api/get-entity.md): Get a specific entity by ID.
- [List Entities](https://docs.serval.com/api-reference/entity-api/list-entities.md): List entities for a team. Optionally filter by entity type.
- [List Entity Field Value History](https://docs.serval.com/api-reference/entity-api/list-entity-field-value-history.md): List the change history for an entity's field values. Returns historical and current values ordered by most recent first. Optionally filter by field ID or field key.
- [Search Entities](https://docs.serval.com/api-reference/entity-api/search-entities.md): Search entities with advanced filtering, sorting, and pagination. Supports filtering by entity type, name search, field filters (with OR between filter groups and AND within groups), and custom sorting.
- [Update Entity](https://docs.serval.com/api-reference/entity-api/update-entity.md): Update an existing entity.
- [Create Entity Field Mapping](https://docs.serval.com/api-reference/entity-field-mapping-api/create-entity-field-mapping.md): Create a field mapping binding an external source field (from an ingestion config's discovered external schema) to an internal entity-type field. Takes effect on the next sync of the ingestion config.
- [Delete Entity Field Mapping](https://docs.serval.com/api-reference/entity-field-mapping-api/delete-entity-field-mapping.md): Delete a field mapping. Takes effect on the next sync of the ingestion config.
- [Get Entity Field Mapping](https://docs.serval.com/api-reference/entity-field-mapping-api/get-entity-field-mapping.md): Get a field mapping by ID.
- [Get External Entity Schema](https://docs.serval.com/api-reference/entity-field-mapping-api/get-external-entity-schema.md): Get the external schema discovered from the most recent sync of an ingestion config. Its json_schema lists the external field paths available to map into entity-type fields.
- [List Entity Field Mappings](https://docs.serval.com/api-reference/entity-field-mapping-api/list-entity-field-mappings.md): List the field mappings for an entity type, optionally narrowed to a single ingestion config's source.
- [Update Entity Field Mapping](https://docs.serval.com/api-reference/entity-field-mapping-api/update-entity-field-mapping.md): Update a field mapping's external field path and/or precedence. Omitted fields are left unchanged. Takes effect on the next sync of the ingestion config.
- [Create Entity Ingestion Config](https://docs.serval.com/api-reference/entity-ingestion-config-api/create-entity-ingestion-config.md): Create an entity ingestion config that links a workflow to an entity type for periodic data synchronization.
- [Delete Entity Ingestion Config](https://docs.serval.com/api-reference/entity-ingestion-config-api/delete-entity-ingestion-config.md): Delete an entity ingestion config. Optionally delete all ingested entities and field values (asynchronous operation).
- [Get Entity Ingestion Config](https://docs.serval.com/api-reference/entity-ingestion-config-api/get-entity-ingestion-config.md): Get a specific entity ingestion config by ID.
- [Get Ingestion Config Sync Status](https://docs.serval.com/api-reference/entity-ingestion-config-api/get-ingestion-config-sync-status.md): Get the sync status for an entity ingestion config, including last sync time, current phase, and data availability flags.
- [List Entity Ingestion Runs](https://docs.serval.com/api-reference/entity-ingestion-config-api/list-entity-ingestion-runs.md): List the ingestion runs for an entity ingestion config, most-recent-first, including status, per-item counts, and any failure. Use to verify that ingested data landed.
- [List Ingestion Configs](https://docs.serval.com/api-reference/entity-ingestion-config-api/list-ingestion-configs.md): List entity ingestion configs for a team, optionally filtered by app instance.
- [Sync Entity Ingestion Config](https://docs.serval.com/api-reference/entity-ingestion-config-api/sync-entity-ingestion-config.md): Trigger a sync for an entity ingestion config. Starts the ingestion workflow to fetch and sync external data.
- [Update Entity Ingestion Config](https://docs.serval.com/api-reference/entity-ingestion-config-api/update-entity-ingestion-config.md): Update an entity ingestion config. Supports partial updates — only provided fields are changed.
- [Cancel Schema Migration](https://docs.serval.com/api-reference/entity-type-api/cancel-schema-migration.md): Cancel a still-pending schema migration. Once the worker has started applying it, the request fails with FailedPrecondition.
- [Create Entity Type](https://docs.serval.com/api-reference/entity-type-api/create-entity-type.md): Create a new entity type with optional fields for a team.
- [Create Entity Type Field](https://docs.serval.com/api-reference/entity-type-api/create-entity-type-field.md): Create a field on an entity type. Returns the schema_migration_id of the (already-completed) create migration; fetch it via Get Schema Migration to read the new field id from details.create_field.field_id.
- [Delete Entity Type](https://docs.serval.com/api-reference/entity-type-api/delete-entity-type.md): Delete an entity type. WARNING: this cascade-deletes the type and all of its descendant types; entity records of these types are orphaned (hidden), not deleted.
- [Delete Entity Type Field](https://docs.serval.com/api-reference/entity-type-api/delete-entity-type-field.md): Delete an entity type field. By default the field is also removed from descendant types that inherit it; set keep_on_children=true to detach instead. This is an asynchronous schema migration: the response contains schema_migration_id, which you poll via Get Schema Migration to track completion.
- [Get Entity Type](https://docs.serval.com/api-reference/entity-type-api/get-entity-type.md): Get an entity type by ID.
- [Get Entity Type Field](https://docs.serval.com/api-reference/entity-type-api/get-entity-type-field.md): Get an entity type field by ID, including its enum options.
- [Get Schema Migration](https://docs.serval.com/api-reference/entity-type-api/get-schema-migration.md): Get a schema migration by ID, including its current status (PENDING, IN_PROGRESS, APPLIED, COMPLETED, FAILED, or CANCELLED).
- [List Entity Types](https://docs.serval.com/api-reference/entity-type-api/list-entity-types.md): List all entity types for a team.
- [List Schema Migrations](https://docs.serval.com/api-reference/entity-type-api/list-schema-migrations.md): List the schema migration history for an entity type, newest first.
- [Search Entity Types](https://docs.serval.com/api-reference/entity-type-api/search-entity-types.md): Search for entity types by key or other filters.
- [Update Entity Type](https://docs.serval.com/api-reference/entity-type-api/update-entity-type.md): Update an entity type's name, color, icon, or help-agent visibility. Omitted optional fields are left unchanged.
- [Update Entity Type Field](https://docs.serval.com/api-reference/entity-type-api/update-entity-type-field.md): Update an entity type field: rename it (set name) and/or change its data type (set data_type, plus enum_options when the new type is ENUM/MULTI_SELECT). At most one attribute may change per request. This is an asynchronous schema migration: the response contains schema_migration_id, which you poll v…
- [Create Folder](https://docs.serval.com/api-reference/folder-api/create-folder.md): Create a folder to organize folder items. Set item_type to choose the item type; pass parent_folder_id to nest under an existing folder of the same type.
- [Delete Folder](https://docs.serval.com/api-reference/folder-api/delete-folder.md): Delete a folder. The folder is soft-deleted; any workflows or sub-folders it contained are moved to the root rather than deleted.
- [Get Folder](https://docs.serval.com/api-reference/folder-api/get-folder.md): Get a single folder by ID.
- [List Folder Contents](https://docs.serval.com/api-reference/folder-api/list-folder-contents.md): List the direct items in a folder. Leave folder_id unset to list the root.
- [List Folders](https://docs.serval.com/api-reference/folder-api/list-folders.md): List a team's folders of a given item_type as a flat list (use parent_folder_id to reconstruct the tree).
- [Set Folder Item Location](https://docs.serval.com/api-reference/folder-api/set-folder-item-location.md): Set the folder location for a folder item, or move it to the root by leaving folder_id unset. The destination must be in the same team and compatible folder tree as the item.
- [Update Folder](https://docs.serval.com/api-reference/folder-api/update-folder.md): Rename and/or move a folder. Include the parent field to move the folder (set parent_folder_id to move under another folder, or leave it unset to move to the root).
- [Create Group](https://docs.serval.com/api-reference/group-api/create-group.md): Create a new group.
- [Delete Group](https://docs.serval.com/api-reference/group-api/delete-group.md): Delete a group.
- [Get Group](https://docs.serval.com/api-reference/group-api/get-group.md): Get a specific group by ID.
- [List Groups](https://docs.serval.com/api-reference/group-api/list-groups.md): List all groups.
- [Update Group](https://docs.serval.com/api-reference/group-api/update-group.md): Update an existing group.
- [Create Guidance](https://docs.serval.com/api-reference/guidance-api/create-guidance.md): Create a new guidance for a team.
- [Delete Guidance](https://docs.serval.com/api-reference/guidance-api/delete-guidance.md): Delete a guidance.
- [Get Guidance](https://docs.serval.com/api-reference/guidance-api/get-guidance.md): Get a specific guidance by ID.
- [List Guidance Versions](https://docs.serval.com/api-reference/guidance-api/list-guidance-versions.md): List the version history of a guidance (Help Desk Skill). By default returns only published versions (newest first). Each version carries its own id, name, description, content, author, and publish timestamp — use this to answer what changed in a skill and when. Pass include_unpublished_drafts=true…
- [List Guidances](https://docs.serval.com/api-reference/guidance-api/list-guidances.md): List all guidances for a team.
- [Update Guidance](https://docs.serval.com/api-reference/guidance-api/update-guidance.md): Update an existing guidance.
- [Get Journey](https://docs.serval.com/api-reference/journey-api/get-journey.md): Fetch a single journey snapshot with tasks, health checks, and workflow failures.
- [List Journeys](https://docs.serval.com/api-reference/journey-api/list-journeys.md): List lean journey rows for a team. Returns identity, requester, progress, and health check counts per journey; call GetJourney for tasks and workflow failures.
- [Create Schedule](https://docs.serval.com/api-reference/schedule-api/create-schedule.md): Create a business hours schedule for a team. Schedules define working hours used by SLA policies.
- [List Schedules](https://docs.serval.com/api-reference/schedule-api/list-schedules.md): List business hours schedules for a team.
- [Create SLA Definition](https://docs.serval.com/api-reference/sla-api/create-sla-definition.md): Create an SLA definition for a team. SLA definitions specify target resolution times, business hours schedules, and auto-attachment criteria.
- [Delete SLA Definition](https://docs.serval.com/api-reference/sla-api/delete-sla-definition.md): Delete an SLA definition. Fails if the definition is referenced by active task SLAs.
- [Get SLA Definition](https://docs.serval.com/api-reference/sla-api/get-sla-definition.md): Retrieve a single SLA definition by ID, including its conditions, attachment criteria, and action definitions.
- [List SLA Definitions](https://docs.serval.com/api-reference/sla-api/list-sla-definitions.md): List all SLA definitions for a team.
- [Update SLA Definition](https://docs.serval.com/api-reference/sla-api/update-sla-definition.md): Update an SLA definition. All fields are optional; only provided fields are updated.
- [Add Tag To Subject](https://docs.serval.com/api-reference/tag-api/add-tag-to-subject.md): Attach a tag to a subject (resource, role, app instance, workflow, or guidance).
- [Create Tag](https://docs.serval.com/api-reference/tag-api/create-tag.md): Create a new tag.
- [Delete Tag](https://docs.serval.com/api-reference/tag-api/delete-tag.md): Delete a tag.
- [Get Tag](https://docs.serval.com/api-reference/tag-api/get-tag.md): Get a specific tag by ID.
- [List Subject Tags](https://docs.serval.com/api-reference/tag-api/list-subject-tags.md): List the tags attached to a subject.
- [List Tags](https://docs.serval.com/api-reference/tag-api/list-tags.md): List all tags for a team.
- [Remove Tag From Subject](https://docs.serval.com/api-reference/tag-api/remove-tag-from-subject.md): Detach a tag from a subject.
- [Update Tag](https://docs.serval.com/api-reference/tag-api/update-tag.md): Update an existing tag.
- [Create Team](https://docs.serval.com/api-reference/team-api/create-team.md): Create a new team.
- [Delete Team](https://docs.serval.com/api-reference/team-api/delete-team.md): Delete a team.
- [Get Team](https://docs.serval.com/api-reference/team-api/get-team.md): Get a specific team by ID.
- [List Teams](https://docs.serval.com/api-reference/team-api/list-teams.md): List all teams.
- [Update Team](https://docs.serval.com/api-reference/team-api/update-team.md): Update an existing team.
- [Create Team User](https://docs.serval.com/api-reference/team-user-api/create-team-user.md): Add a user to a team with a specified role.
- [Delete Team User](https://docs.serval.com/api-reference/team-user-api/delete-team-user.md): Remove a user from a team.
- [Get Team User](https://docs.serval.com/api-reference/team-user-api/get-team-user.md): Get a specific team user by team ID and user ID, or by composite ID.
- [List Team Users](https://docs.serval.com/api-reference/team-user-api/list-team-users.md): List team users. Filter by team_id and/or user_id.
- [Update Team User](https://docs.serval.com/api-reference/team-user-api/update-team-user.md): Update a team user's role.
- [Add Ticket Relevant Asset](https://docs.serval.com/api-reference/ticket-api/add-ticket-relevant-asset.md): Add a relevant asset to a ticket. Associates an entity from the asset store with the specified ticket.
- [Archive Ticket](https://docs.serval.com/api-reference/ticket-api/archive-ticket.md): Move a ticket into cold storage, removing it from most views. Non-archived descendant tickets are archived along with it. Reversible via Unarchive.
- [Connect to External Ticket](https://docs.serval.com/api-reference/ticket-api/connect-to-external-ticket.md): Connect an existing Serval ticket to an existing external ticket in a sync channel. This establishes ongoing bidirectional sync between the tickets without creating a new external ticket. The external ticket must already exist in the target system.
- [Create Ticket](https://docs.serval.com/api-reference/ticket-api/create-ticket.md): Create a new ticket.
- [Create Ticket External Messages](https://docs.serval.com/api-reference/ticket-api/create-ticket-external-messages.md): Register Serval messages as already present in an external channel. This records external message links so the egresser will not re-send those messages to the external system. Use this after posting a summary of prior conversation to an external ticket to prevent the individual historical messages f…
- [Create Ticket Message](https://docs.serval.com/api-reference/ticket-api/create-ticket-message.md): Create a new message in a ticket. Set is_internal_note to post an internal note visible only to team members.
- [Create Ticket Subscribers](https://docs.serval.com/api-reference/ticket-api/create-ticket-subscribers.md): Add subscribers to a ticket.
- [Delete Ticket](https://docs.serval.com/api-reference/ticket-api/delete-ticket.md): Hard-delete a ticket and its associated messages plus workflow run history for data-retention purposes. Irreversible. Does not cascade to sub-tickets — callers must iterate them themselves.
- [Delete Ticket Subscriber](https://docs.serval.com/api-reference/ticket-api/delete-ticket-subscriber.md): Remove a subscriber from a ticket.
- [Disconnect from External Ticket](https://docs.serval.com/api-reference/ticket-api/disconnect-from-external-ticket.md): Disconnect a Serval ticket from an external sync channel. This stops bidirectional sync with the specified external system. Useful when moving a ticket from one channel to another (e.g., email to Slack DM). The external ticket connection is soft-deleted, preserving historical data.
- [Get Category](https://docs.serval.com/api-reference/ticket-api/get-category.md): Get a category (or subcategory) by ID.
- [Get Ticket](https://docs.serval.com/api-reference/ticket-api/get-ticket.md): Get a specific ticket by ID.
- [Get Ticket Custom Field Values](https://docs.serval.com/api-reference/ticket-api/get-ticket-custom-field-values.md): Get the custom field values that have been explicitly set on a ticket. Returns only fields with values — if no values have been set, both lists will be empty. To discover all available custom field definitions for a team, use the List Custom Field Options endpoint instead.
- [Get Ticket Relationship](https://docs.serval.com/api-reference/ticket-api/get-ticket-relationship.md): Get a ticket relationship by its ID. The relationship object contains the ticket_id, related_ticket_id, and relationship_type (linked, duplicate, or parent).
- [List Categories](https://docs.serval.com/api-reference/ticket-api/list-categories.md): List categories (including nested subcategories) for a team.
- [List Labels](https://docs.serval.com/api-reference/ticket-api/list-labels.md): List labels for a team.
- [List Priorities](https://docs.serval.com/api-reference/ticket-api/list-priorities.md): List priorities for a team.
- [List Statuses](https://docs.serval.com/api-reference/ticket-api/list-statuses.md): List statuses for a team.
- [List Ticket External Messages](https://docs.serval.com/api-reference/ticket-api/list-ticket-external-messages.md): List all origin external messages for a ticket. These are messages that originated from external systems and were synced into Serval. This helps you understand which messages came from which external channels.
- [List Ticket External Tickets](https://docs.serval.com/api-reference/ticket-api/list-ticket-external-tickets.md): List all external tickets linked to a Serval ticket. This shows all the external systems (Jira, Linear, ServiceNow, etc.) where this ticket is synced. Use the is_origin field to identify the original source of the ticket.
- [List Ticket Feedback](https://docs.serval.com/api-reference/ticket-api/list-ticket-feedback.md): List feedback items across tickets for a team. Only includes feedback that has been responded to.
- [List Ticket Messages](https://docs.serval.com/api-reference/ticket-api/list-ticket-messages.md): List messages for a ticket.
- [List Ticket Relevant Assets](https://docs.serval.com/api-reference/ticket-api/list-ticket-relevant-assets.md): List all relevant assets associated with a ticket.
- [List Ticket Subscribers](https://docs.serval.com/api-reference/ticket-api/list-ticket-subscribers.md): List all subscribers for a ticket.
- [List Tickets](https://docs.serval.com/api-reference/ticket-api/list-tickets.md): List tickets for a team.
- [Remove Ticket Relevant Asset](https://docs.serval.com/api-reference/ticket-api/remove-ticket-relevant-asset.md): Remove a relevant asset from a ticket.
- [Search Tickets](https://docs.serval.com/api-reference/ticket-api/search-tickets.md): Search tickets with filters. Supports filtering by team, assignment, status, escalation level, and time range.
- [Set Ticket Custom Field Values](https://docs.serval.com/api-reference/ticket-api/set-ticket-custom-field-values.md): Set custom field values on a ticket. Uses the ticket's extension entity to store field values.
- [Sync Ticket to Channel](https://docs.serval.com/api-reference/ticket-api/sync-ticket-to-channel.md): Sync an existing Serval ticket to a channel by creating an external ticket in that channel and establishing ongoing bidirectional sync. Supports ticket sources (Jira, Linear, ServiceNow, etc.) and direct messaging channels (Slack DM, Email).
- [Unarchive Ticket](https://docs.serval.com/api-reference/ticket-api/unarchive-ticket.md): Restore a ticket from cold storage. Fails if the ticket's parent is still archived.
- [Update Ticket](https://docs.serval.com/api-reference/ticket-api/update-ticket.md): Update an existing ticket.
- [List Topics](https://docs.serval.com/api-reference/topic-api/list-topics.md): List the AI-generated topic taxonomy for a team. Topics form a hierarchy representing common themes across tickets.
- [Create User](https://docs.serval.com/api-reference/user-api/create-user.md): Create a new user.
- [Delete User](https://docs.serval.com/api-reference/user-api/delete-user.md): Delete a user.
- [Get Current User](https://docs.serval.com/api-reference/user-api/get-current-user.md): Get the current authenticated user's profile, including their organization role and team memberships with roles.
- [Get User](https://docs.serval.com/api-reference/user-api/get-user.md): Get a specific user by ID.
- [List Users](https://docs.serval.com/api-reference/user-api/list-users.md): List all users.
- [Update User](https://docs.serval.com/api-reference/user-api/update-user.md): Update an existing user.
- [Create User Relationship](https://docs.serval.com/api-reference/user-relationship-api/create-user-relationship.md): Create or update a user relationship. If a relationship already exists, it will be updated.
- [Delete User Relationship](https://docs.serval.com/api-reference/user-relationship-api/delete-user-relationship.md): Delete a user relationship.
- [Create Workflow](https://docs.serval.com/api-reference/workflow-api/create-workflow.md): Create a new workflow for a team.
- [Delete Workflow](https://docs.serval.com/api-reference/workflow-api/delete-workflow.md): Delete a workflow.
- [Get Workflow](https://docs.serval.com/api-reference/workflow-api/get-workflow.md): Get a specific workflow by ID.
- [List Workflow Versions](https://docs.serval.com/api-reference/workflow-api/list-workflow-versions.md): List the version history of a workflow. By default returns only published versions (newest first). Pass include_unpublished_drafts=true to also include unpublished drafts. Each version's id can be passed as workflow_version_id to StartWorkflowRun to run that specific version.
- [List Workflows](https://docs.serval.com/api-reference/workflow-api/list-workflows.md): List all workflows for a team.
- [Resolve Scoped IDs](https://docs.serval.com/api-reference/workflow-api/resolve-scoped-ids.md): Resolve team-scoped ids (wf_/skill_/ent_) to their resource UUID, display name, and kind within a team. Unresolvable ids are omitted.
- [Update Workflow](https://docs.serval.com/api-reference/workflow-api/update-workflow.md): Update an existing workflow.
- [Create Workflow Approval Procedure](https://docs.serval.com/api-reference/workflow-approval-procedure-api/create-workflow-approval-procedure.md): Create a new approval procedure for a workflow.
- [Delete Workflow Approval Procedure](https://docs.serval.com/api-reference/workflow-approval-procedure-api/delete-workflow-approval-procedure.md): Delete an approval procedure for a workflow.
- [Get Workflow Approval Procedure](https://docs.serval.com/api-reference/workflow-approval-procedure-api/get-workflow-approval-procedure.md): Get a specific approval procedure by ID for a workflow.
- [List Workflow Approval Procedures](https://docs.serval.com/api-reference/workflow-approval-procedure-api/list-workflow-approval-procedures.md): List all approval procedures for a workflow.
- [Update Workflow Approval Procedure](https://docs.serval.com/api-reference/workflow-approval-procedure-api/update-workflow-approval-procedure.md): Update an existing approval procedure for a workflow.
- [Get Workflow Run](https://docs.serval.com/api-reference/workflow-run-api/get-workflow-run.md): Get a specific workflow run by ID.
- [Get Workflow Run Task](https://docs.serval.com/api-reference/workflow-run-api/get-workflow-run-task.md): Get the full (size-capped) input and output for a single task (step) of a workflow run. Use after ListWorkflowRunTasks to drill into a specific step when debugging a failure.
- [List Workflow Run Tasks](https://docs.serval.com/api-reference/workflow-run-api/list-workflow-run-tasks.md): List the tasks (steps) of a workflow run, ordered by step, with truncated input/output previews and a resolved outcome per step. Paginated. Use this to find the failing step within a run, then call GetWorkflowRunTask for that step's full input/output.
- [List Workflow Runs](https://docs.serval.com/api-reference/workflow-run-api/list-workflow-runs.md): List all workflow runs for a team, ordered by created_at desc. For filtering (by workflow_id, status, user, time range, or linked ticket), use POST /v2/workflow-runs/search instead.
- [Search Workflow Runs](https://docs.serval.com/api-reference/workflow-run-api/search-workflow-runs.md): Search workflow runs with filters. Supports filtering by workflow ID, status, user IDs, time range, linked ticket, and parent_workflow_run_id. To investigate a run's sub-workflows, search with parent_workflow_run_id set to that run's id (combine with statuses=[FAILED] to find failing children), then…
- [Access Reviews](https://docs.serval.com/sections/access-management/access-reviews.md): Review current and historical access across all roles and applications
- [Admin Quickstart](https://docs.serval.com/sections/access-management/admin-quickstart.md): Set up just-in-time access management for your applications in minutes
- [Access Core Concepts](https://docs.serval.com/sections/access-management/configuration/access-concepts.md): Core concepts for configuring access controls in Serval
- [Access Policies](https://docs.serval.com/sections/access-management/configuration/access-policies.md): Control access duration, justification requirements, and approval workflows
- [Access Profiles](https://docs.serval.com/sections/access-management/configuration/access-profiles.md): Define which users can request specific roles based on group membership
- [Provisioning Methods](https://docs.serval.com/sections/access-management/configuration/access-provisioning.md): Configure how access is granted to your applications and resources
- [AWS Role Ingestion](https://docs.serval.com/sections/access-management/configuration/aws-role-access.md)
- [Connect an IdP](https://docs.serval.com/sections/access-management/configuration/connect-idp.md): Provision access through your Identity Provider and streamline user management
- [Custom Access Provisioning](https://docs.serval.com/sections/access-management/configuration/custom-access-provisioning.md): Build custom workflows for resources that don't support SCIM provisioning
- [Access Management Overview](https://docs.serval.com/sections/access-management/overview.md): Overview of Serval's Access Management solution
- [Deployment Checklist](https://docs.serval.com/sections/administration/deployment-checklist.md): Step-by-step checklist for bringing Serval live in your organization, with links to the detailed setup guide for each area.
- [Network Security and Firewalls](https://docs.serval.com/sections/administration/network-security-and-firewalls.md): Network configuration for running Serval on enterprise networks, including exempting Serval's streaming pages from proxy SSL/TLS inspection.
- [Troubleshooting](https://docs.serval.com/sections/administration/troubleshooting.md): Triage common Serval issues, read integration Sync History, resolve permission problems, and gather what support needs.
- [Cross App Access](https://docs.serval.com/sections/api-reference/cross-app-access.md): Let your users access Serval from another app they're already signed into, without a second login
- [MCP Server](https://docs.serval.com/sections/api-reference/mcp-server.md): Connect AI agents and tools to Serval using the Model Context Protocol
- [Webhooks](https://docs.serval.com/sections/api-reference/webhook.md)
- [Access Requests](https://docs.serval.com/sections/cli/access.md): Request, list, and cancel access to apps and resources using the Serval CLI
- [Installing the Serval CLI](https://docs.serval.com/sections/cli/installation.md): How to install and update the Serval command-line interface
- [Serval CLI Overview](https://docs.serval.com/sections/cli/overview.md): Command-line interface for managing Serval workflows and configuration
- [Push & Pull Configuration](https://docs.serval.com/sections/cli/push-pull-configuration.md): Managing Serval workflows locally with the CLI
- [Analytics](https://docs.serval.com/sections/documentation/campaigns/analytics.md): Track campaign delivery, monitor response rates, and export data for offline analysis
- [Create a Campaign](https://docs.serval.com/sections/documentation/campaigns/create-campaign.md): Walk through the campaign wizard to build, target, schedule, and send a campaign
- [Manage Campaigns](https://docs.serval.com/sections/documentation/campaigns/manage-campaigns.md): Run, activate, stop, retry, duplicate, archive, and delete campaigns throughout their lifecycle
- [Campaigns](https://docs.serval.com/sections/documentation/campaigns/overview.md): Broadcast messages and collect structured responses with workflows
- [Recipients](https://docs.serval.com/sections/documentation/campaigns/recipients.md): Target your campaign audience using users and groups or CSV uploads
- [Scheduling](https://docs.serval.com/sections/documentation/campaigns/scheduling.md): Control when campaign messages are delivered — once, on a recurring cadence, or fired on demand by a workflow
- [Building workflows](https://docs.serval.com/sections/documentation/catalyst/building-workflows.md): How to build and edit workflows with Catalyst: prompting, manual edits, versioning, and temporary workflows
- [Catalyst workspace](https://docs.serval.com/sections/documentation/catalyst/catalyst-workspace.md): Get familiar with the Catalyst interface
- [Changes and reviews](https://docs.serval.com/sections/documentation/catalyst/changes-and-reviews.md): Propose changes for review, configure approvers, and publish to your team
- [Building dashboards](https://docs.serval.com/sections/documentation/catalyst/dashboards.md): Building analytics dashboards with Catalyst
- [Getting started with Catalyst](https://docs.serval.com/sections/documentation/catalyst/getting-started.md): Enable Catalyst, start your first session, and publish your first workflow
- [Building journeys](https://docs.serval.com/sections/documentation/catalyst/journeys.md): Creating multi-threaded journeys using Catalyst
- [Catalyst overview](https://docs.serval.com/sections/documentation/catalyst/overview.md): Serval's automation agent for building workflows, skills, dashboards, and more
- [Tutorial: Build automations from ticket history](https://docs.serval.com/sections/documentation/catalyst/tutorial.md): Using Catalyst to analyze ServiceNow tickets and build automations
- [Access for Users](https://docs.serval.com/sections/documentation/end-user/end-user-access.md): How to request, extend, and manage access to applications
- [End User Guide](https://docs.serval.com/sections/documentation/end-user/end-user-guide.md): Your complete guide to getting help through Serval on day one and beyond
- [AI Tools (MCP)](https://docs.serval.com/sections/documentation/end-user/mcp-quickstart.md): Connect Claude and other AI assistants to Serval
- [Slack for Users](https://docs.serval.com/sections/documentation/end-user/slack-quickstart.md): Quick-start guide for getting help from Serval in Slack
- [Submit a Request](https://docs.serval.com/sections/documentation/end-user/submit-request.md): How to create tickets and get help from your IT, HR, or support teams
- [Track Your Requests](https://docs.serval.com/sections/documentation/end-user/track-requests.md): View status updates and manage your submitted requests
- [Help Desk Agent Behavior](https://docs.serval.com/sections/documentation/helpdesk/agent-behavior.md): Adjust Help Desk agent behavior, such as following up with quiet requesters
- [Help Desk Channels](https://docs.serval.com/sections/documentation/helpdesk/channels.md): Configure the channels employees use to submit requests to your help desk
- [Email](https://docs.serval.com/sections/documentation/helpdesk/email.md): How email intake, composing replies, subscribers, CC handling, and guest access work in Serval
- [Microsoft Teams](https://docs.serval.com/sections/documentation/helpdesk/interacting-with-serval-in-microsoft-teams.md): Complete reference for all interaction methods, thread management, and advanced features
- [Slack](https://docs.serval.com/sections/documentation/helpdesk/interacting-with-serval-in-slack.md): Complete reference for all interaction methods, thread management, workflows, and advanced features
- [Cross-team journeys](https://docs.serval.com/sections/documentation/journeys/cross-team.md): A journey can hand out tasks to multiple Serval teams
- [Monitor and manage journeys](https://docs.serval.com/sections/documentation/journeys/monitor-and-manage.md): Track every journey from the team Journeys page, open a single journey, and manage its tasks
- [Journeys overview](https://docs.serval.com/sections/documentation/journeys/overview.md): Run multi-step, cross-team processes like onboarding and offboarding, with views tailored to everyone involved.
- [Tasks](https://docs.serval.com/sections/documentation/journeys/tasks.md): The types of tasks that make up a journey, and how dependencies and task states work.
- [Admin and end user views](https://docs.serval.com/sections/documentation/journeys/views.md): A journey has different views so people see only what's relevant to them
- [Authoring Knowledge in Serval](https://docs.serval.com/sections/documentation/knowledge-base/authoring.md): Write and publish knowledge directly in Serval with a block editor, publishing workflow, and built-in agent retrieval
- [Connect to External Sources](https://docs.serval.com/sections/documentation/knowledge-base/connected-sources.md): Sync knowledge from Notion, Confluence, Google Drive, Microsoft 365, ServiceNow, Zendesk, or Freshservice
- [Building Custom Ingestion Workflows](https://docs.serval.com/sections/documentation/knowledge-base/custom-ingestion.md): Pull knowledge into Serval from any API or internal system using a knowledge ingestion workflow
- [Knowledge Base](https://docs.serval.com/sections/documentation/knowledge-base/overview.md): The knowledge the help desk agent searches and cites — synced from your documentation apps, ingested from any system, or authored in Serval
- [Automation Tools](https://docs.serval.com/sections/documentation/overview/automation-tools.md): Four ways Serval's help desk agent resolves requests
- [Day 1 Setup](https://docs.serval.com/sections/documentation/overview/day-1-setup.md): Complete your initial Serval configuration in your first day
- [Welcome to Serval](https://docs.serval.com/sections/documentation/overview/welcome.md): Your guide to Serval's AI-native ITSM platform
- [Analytics](https://docs.serval.com/sections/documentation/platform/analytics.md): Track ticket resolution, AI performance, and time saved across your team
- [Data residency](https://docs.serval.com/sections/documentation/platform/data-residency.md): Choose where your organization’s data will be stored and processed
- [Inbox](https://docs.serval.com/sections/documentation/platform/inbox.md): A dedicated place in the Serval web app for notifications, filters, and bulk read actions
- [Organization settings and security](https://docs.serval.com/sections/documentation/platform/org-settings.md): Org-wide users, teams, groups, identity (SSO, SCIM, domains), API keys, audit logs, and support tokens
- [Permissions](https://docs.serval.com/sections/documentation/platform/permissions.md): Understand user roles at the organization and team level in Serval
- [Platform Orientation](https://docs.serval.com/sections/documentation/platform/platform-orientation.md): Navigate the Serval platform—dashboard, sidebar, teams, shortcuts, and search.
- [Product security](https://docs.serval.com/sections/documentation/platform/product-security.md): Security model for AI-assisted automation: isolated agents, deterministic workflows, and segregated teams with RBAC at the org and team level
- [Support](https://docs.serval.com/sections/documentation/platform/support.md): Contact the Serval team, email support, and grant temporary access with support tokens
- [Team settings](https://docs.serval.com/sections/documentation/platform/team-settings.md): Configure channels, ticketing, assignments, SLAs, and capabilities for a specific team
- [Teams](https://docs.serval.com/sections/documentation/platform/teams.md): How teams organize work in Serval—workflows, access, automations, routing, permissions, and creating your first team.
- [Skills vs. Knowledge](https://docs.serval.com/sections/documentation/skills-vs-knowledge.md): The one rule for deciding whether something belongs in a Skill or in your Knowledge Base
- [Always-Used Skills](https://docs.serval.com/sections/documentation/skills/always-used.md): Ensure the help desk agent follows essential skills on every ticket
- [Skills](https://docs.serval.com/sections/documentation/skills/overview.md): Instructions that tell Serval's help desk agent how to handle specific scenarios
- [Skill Use Cases](https://docs.serval.com/sections/documentation/skills/use-cases.md): Examples of Help Desk Skills in action
- [AI suggestions](https://docs.serval.com/sections/documentation/suggestions/overview.md): Let Serval analyze your tickets and suggest improvements
- [People Teams Automations](https://docs.serval.com/sections/documentation/team-solutions/People/people-team-examples.md): Detailed workflow examples for onboarding, offboarding, HRIS automation, and People Ops processes
- [Serval for People Teams](https://docs.serval.com/sections/documentation/team-solutions/People/people-team-starter.md): How People/HR teams can use Serval for onboarding, offboarding, employee support, and HRIS automation
- [Change Management](https://docs.serval.com/sections/documentation/ticketing/change-management.md): Track and audit changes to internal configuration and physical assets with structured lifecycle management
- [Incident Management](https://docs.serval.com/sections/documentation/ticketing/incident-management.md): Track service disruptions with incident tickets, and coordinate widespread outages by linking related tickets to a major incident
- [Team routing & assignment](https://docs.serval.com/sections/documentation/ticketing/manage-collaborate/assignment-routing.md): How tickets get to the right team and the right person
- [Feedback](https://docs.serval.com/sections/documentation/ticketing/manage-collaborate/feedback.md): Collect feedback on Serval's performance for resolved tickets
- [Filter & Sort Tickets](https://docs.serval.com/sections/documentation/ticketing/manage-collaborate/filter-sort.md): Find and organize tickets using filters, saved views, and sorting options
- [Notifications](https://docs.serval.com/sections/documentation/ticketing/manage-collaborate/notifications.md): Configure alerts and stay informed about ticket updates
- [Updating Ticket Properties](https://docs.serval.com/sections/documentation/ticketing/manage-collaborate/update-ticket-properties.md): Keep tickets organized by updating status, priority, assignee, and labels
- [Visibility groups](https://docs.serval.com/sections/documentation/ticketing/manage-collaborate/visibility.md): Restrict who can see a set of tickets
- [Ticketing Overview](https://docs.serval.com/sections/documentation/ticketing/overview.md): Resolve employee requests with AI-powered ticketing across Slack, Teams, email, and web
- [Problem Management](https://docs.serval.com/sections/documentation/ticketing/problem-management.md): Investigate recurring issues or cause of incidents, and use AI to remediate and prevent future disruption
- [Ticketing Quickstart](https://docs.serval.com/sections/documentation/ticketing/quickstart.md): Get up and running with Serval ticketing in minutes
- [Resolving Tickets](https://docs.serval.com/sections/documentation/ticketing/resolving-tickets.md): A guide to working through tickets from first response to resolution
- [Assignment Rules](https://docs.serval.com/sections/documentation/ticketing/ticket-configuration/assignment.md): Automatically route and assign tickets based on category, priority, status, and schedule
- [Assignment groups](https://docs.serval.com/sections/documentation/ticketing/ticket-configuration/assignment-groups.md): Assign tickets to org groups for triage, round-robin distribution, and group-level reporting
- [Categories](https://docs.serval.com/sections/documentation/ticketing/ticket-configuration/categories.md): Define and assign ticket categories to classify requests manually or with AI
- [Custom Fields](https://docs.serval.com/sections/documentation/ticketing/ticket-configuration/custom-fields.md): Add structured data to tickets with custom fields
- [Labels](https://docs.serval.com/sections/documentation/ticketing/ticket-configuration/labels.md): Mark and organize tickets with custom labels
- [Priorities](https://docs.serval.com/sections/documentation/ticketing/ticket-configuration/priorities.md): Configure priority levels to triage and handle tickets appropriately
- [Schedules](https://docs.serval.com/sections/documentation/ticketing/ticket-configuration/schedules.md): Define business hours schedules for SLA tracking and assignment rules
- [The Serval Ticket](https://docs.serval.com/sections/documentation/ticketing/ticket-configuration/serval-ticket.md): Understand ticket anatomy, properties, and configuration options
- [SLAs](https://docs.serval.com/sections/documentation/ticketing/ticket-configuration/slas.md): Configure Service Level Agreements to track resolution time and time-to-first-response commitments
- [Statuses](https://docs.serval.com/sections/documentation/ticketing/ticket-configuration/statuses.md): Configure ticket workflow stages with custom statuses
- [Syncing to Your Ticketing System](https://docs.serval.com/sections/documentation/ticketing/ticket-configuration/syncing.md): Connect Serval to external ticketing tools like Jira, Zendesk, ServiceNow, and more
- [Tasks](https://docs.serval.com/sections/documentation/ticketing/ticket-configuration/tasks.md): Add tasks to tickets to manage complex processes.
- [Ticket Types](https://docs.serval.com/sections/documentation/ticketing/ticket-configuration/ticket-types.md): Understand the difference between requests, incidents, major incidents, changes, and problems
- [Ticket Flows](https://docs.serval.com/sections/documentation/ticketing/ticket-flows.md): Track a resolution as it moves across ticket types — creating a new incident, problem, or change from an existing ticket, with AI-assisted field prefill and automatic linking
- [Auditing Workflows](https://docs.serval.com/sections/documentation/workflows/Audit/review-workflows.md): Track workflow activity for compliance, reporting, and analysis
- [Approvals](https://docs.serval.com/sections/documentation/workflows/Configure/approvals.md)
- [Workflow Configuration](https://docs.serval.com/sections/documentation/workflows/Configure/build-guide.md): Configure workflow behavior, approvals, inputs, and execution scope
- [Team Only vs. Anyone in Organization Workflows](https://docs.serval.com/sections/documentation/workflows/Configure/execution-scope.md): Choosing between team-only and organization-wide workflows, and understanding their relationship to Slack channel modes
- [Workflow Inputs](https://docs.serval.com/sections/documentation/workflows/Configure/inputs.md): Configure inputs and forms for workflows
- [Installable Workflows](https://docs.serval.com/sections/documentation/workflows/Configure/installable.md): Pre-built workflows you can install and customize for your connected applications
- [Workflow Types](https://docs.serval.com/sections/documentation/workflows/Configure/types.md): Understanding the different types of workflows and when to use each
- [Duplicate Workflows](https://docs.serval.com/sections/documentation/workflows/Manage/duplicate.md): Copy workflows within a team or across teams to reuse automations
- [Organizing Workflows](https://docs.serval.com/sections/documentation/workflows/Manage/organize.md): Tags, categories, and search for managing workflows at scale
- [Workflow Versioning](https://docs.serval.com/sections/documentation/workflows/Manage/versioning.md): Learn how to manage and restore different versions of your workflows
- [Debugging Workflows](https://docs.serval.com/sections/documentation/workflows/Run/debugging.md): Diagnose and fix workflow failures using run history and the workflow builder agent
- [Individual Workflow Run History](https://docs.serval.com/sections/documentation/workflows/Run/run-history.md): Monitor and review workflow execution history
- [Triggers](https://docs.serval.com/sections/documentation/workflows/Run/triggers.md): Learn how workflows are triggered
- [Build Your First Workflow](https://docs.serval.com/sections/documentation/workflows/create-your-first-workflow.md): Build and publish a workflow in minutes using natural language
- [Workflows Overview](https://docs.serval.com/sections/documentation/workflows/overview.md): Build, run, manage, and audit automations across your organization
- [Absolute](https://docs.serval.com/sections/integrations/absolute.md): Connect Serval to Absolute Secure Endpoint so workflows can query and manage devices, run remote actions, and call the Absolute v3 API with asymmetric token authentication.
- [Absorb LMS](https://docs.serval.com/sections/integrations/absorb-lms.md): Connect Absorb LMS to Serval to read users, courses, enrollments, and other LMS data through the Integration API
- [Adobe](https://docs.serval.com/sections/integrations/adobe.md): Connect Serval to the Adobe User Management API to assign and remove Adobe product profiles (licenses) through provisioning and deprovisioning workflows.
- [ADP](https://docs.serval.com/sections/integrations/adp.md): Connect ADP to Serval to automate HR and payroll workflows
- [AlertOps](https://docs.serval.com/sections/integrations/alertops.md): Connect AlertOps to Serval with a User API key so workflows can manage alerts, incidents, on-call schedules, escalation policies, and inbound/outbound integrations.
- [Amex GBT Neo](https://docs.serval.com/sections/integrations/amex-gbt-neo.md): Connect Amex GBT Neo to Serval to automate travel workflows using trip and itinerary data.
- [Anthropic Admin](https://docs.serval.com/sections/integrations/anthropic-admin.md): Connect Serval to Anthropic's Admin API to manage your Anthropic organization's users, workspaces, and API keys, and to monitor Claude usage and spend.
- [Apple Business Manager](https://docs.serval.com/sections/integrations/apple-business-manager.md): Connect Apple Business Manager to Serval to assign devices to MDM servers, sync your Apple device fleet into asset management, and call any Apple Business Manager API endpoint from workflows.
- [Connect a Custom Application](https://docs.serval.com/sections/integrations/application.md): Connect any application with an HTTPS API to Serval - even apps that aren't in the catalog - and use it in workflows with authentication handled for you.
- [Asana](https://docs.serval.com/sections/integrations/asana.md): Connect Asana to Serval with a Personal Access Token so workflows can read and write tasks, projects, portfolios, and goals on demand.
- [Ashby](https://docs.serval.com/sections/integrations/ashby.md): Ashby is an all-in-one recruiting platform (ATS) - connect it to Serval with an Ashby Admin API key and your workflows can automate candidates, jobs, interviews, offers, and the rest of the Ashby API.
- [AWS](https://docs.serval.com/sections/integrations/aws.md): Amazon Web Services (AWS) is a public-cloud platform for compute, storage, identity, and more - Serval connects to your AWS accounts through a cross-account IAM role to run workflows across nine AWS services.
- [AWS Role Ingestion](https://docs.serval.com/sections/integrations/aws-role-ingestion.md): How Serval discovers tagged IAM roles in your connected AWS accounts and grants users time-bound AWS sessions for them.
- [Azure Resource Manager](https://docs.serval.com/sections/integrations/azure-resource-manager.md): Connect Microsoft Azure's management control plane to Serval so workflows can manage subscriptions, resources, and Azure RBAC role assignments on demand.
- [BambooHR](https://docs.serval.com/sections/integrations/bamboohr.md): BambooHR is an HR information system for employee records, time off, time tracking, and hiring - Serval connects to it with an API key so your workflows can read and update your HR data on demand.
- [Beekeeper](https://docs.serval.com/sections/integrations/beekeeper.md): Connect Serval to Beekeeper, the frontline-workforce communication platform, so workflows can manage tasks, shifts, forms, chats, and more in your tenant.
- [BigPanda](https://docs.serval.com/sections/integrations/bigpanda.md): Connect BigPanda to Serval with a single API token so workflows can manage incidents, alerts, environments, and more through the BigPanda API.
- [Box](https://docs.serval.com/sections/integrations/box.md): Connect Box, the cloud content management platform, to Serval so your workflows can manage Box Hubs, generate documents with Doc Gen, and administer your Box enterprise on demand.
- [Brex](https://docs.serval.com/sections/integrations/brex.md): Connect Brex, the corporate card and spend-management platform, so Serval workflows can read and manage your users, cards, expenses, budgets, payments, and transactions on demand.
- [Buildkite](https://docs.serval.com/sections/integrations/buildkite.md)
- [Calendly](https://docs.serval.com/sections/integrations/calendly.md): Connect Calendly to Serval with a personal access token so workflows can read scheduled meetings, check availability, manage your organization, and act on anything in the Calendly API.
- [Cerby](https://docs.serval.com/sections/integrations/cerby.md): Connect Cerby to Serval with a workspace API token so workflows can read account inventory, retrieve passwords and TOTP codes, manage users, teams, collections, and secrets, and drive provisioning in Cerby's business hub integrations.
- [Cisco Meraki](https://docs.serval.com/sections/integrations/cisco-meraki.md): Connect Cisco Meraki to Serval with a Dashboard API key so workflows can call the full Meraki Dashboard API and sync wireless access points into Serval as assets.
- [ClickUp](https://docs.serval.com/sections/integrations/clickup.md): Connect ClickUp to Serval with a Personal API Token so your workflows can manage tasks, spaces, docs, comments, and time tracking on demand.
- [ConductorOne](https://docs.serval.com/sections/integrations/conductorone.md): Connect ConductorOne (C1) to Serval to automate identity governance work - access reviews, entitlements, access requests, and grant/revoke tasks - through the full ConductorOne API.
- [Confluence](https://docs.serval.com/sections/integrations/confluence.md): Connect your Atlassian Confluence Cloud site to Serval to mirror spaces and pages into the Knowledge Base and let workflows read and write Confluence content.
- [Coupa](https://docs.serval.com/sections/integrations/coupa.md): Connect Serval to your Coupa business spend management instance so workflows can read and update procurement data on demand.
- [CrowdStrike](https://docs.serval.com/sections/integrations/crowdstrike.md): CrowdStrike Falcon is a cloud-native endpoint protection (EDR/XDR) platform - Serval connects to your Falcon tenant with an API client so workflows can query hosts, alerts, and users and call the Falcon API on demand.
- [CRXplorer](https://docs.serval.com/sections/integrations/crxplorer.md): Scan Chrome extensions for security risks from Serval workflows using your team's CRXplorer account.
- [Databricks](https://docs.serval.com/sections/integrations/databricks.md): Databricks is a data and AI platform built on Apache Spark - connect a workspace to Serval so workflows can call the Databricks Workspace and Account APIs on demand.
- [Datadog](https://docs.serval.com/sections/integrations/datadog.md): Datadog is an observability and monitoring platform - Serval connects to your Datadog organization with an API key and Application key so workflows can query metrics, logs, monitors, dashboards, and more on demand.
- [Dayforce](https://docs.serval.com/sections/integrations/dayforce.md): Connect Dayforce (formerly Ceridian Dayforce) to Serval so workflows can read and update employee, time, and payroll data on demand through a dedicated web services user.
- [Daytona](https://docs.serval.com/sections/integrations/daytona.md): Connect Daytona cloud development environments to Serval so workflows can create and control sandboxes, snapshots, volumes, and organization settings through the Daytona API.
- [DockerHub](https://docs.serval.com/sections/integrations/dockerhub.md): Connect Serval to Docker Hub with a username and Personal Access Token so workflows can browse repositories, inspect image tags, and grant teams repository access.
- [DockerHub Organization](https://docs.serval.com/sections/integrations/dockerhub-org.md): Connect Serval to a Docker Hub organization with an Organization Access Token to automate member, invite, and team management.
- [Docusign](https://docs.serval.com/sections/integrations/docusign.md): Connect your own Docusign OAuth app to Serval so workflows can send, track, and manage e-signature envelopes on demand.
- [Drata](https://docs.serval.com/sections/integrations/drata.md): Connect Serval to Drata's Public API v2 with read-only access to compliance data.
- [Dropbox](https://docs.serval.com/sections/integrations/dropbox.md): Dropbox is a cloud file storage and sharing platform - Serval connects with your own Dropbox app so workflows can browse, search, organize, and share files on demand.
- [Egencia by Amex GBT](https://docs.serval.com/sections/integrations/egencia.md): Connect Egencia (by Amex GBT) to Serval to automate corporate travel and expense workflows.
- [Egnyte](https://docs.serval.com/sections/integrations/egnyte.md): Connect Egnyte, the cloud content collaboration and file sharing platform, so Serval workflows can manage files and folders, search content, and look up users and groups in your Egnyte domain.
- [Accruent EMS](https://docs.serval.com/sections/integrations/ems.md): Connect Accruent EMS to Serval to automate room, desk, and event scheduling workflows.
- [Envoy](https://docs.serval.com/sections/integrations/envoy.md): Connect Serval to Envoy, the workplace and visitor management platform, so workflows can list locations and sign-in flows, look up visitor invites, and create new visitor invitations.
- [Exchange Online](https://docs.serval.com/sections/integrations/exchange-online.md): Connect Microsoft Exchange Online to Serval to automate mailboxes, distribution groups, and other Exchange administration through Exchange Online PowerShell.
- [Factorial](https://docs.serval.com/sections/integrations/factorial.md): Connect Factorial HR to Serval with a company API key to give workflows secure, on-demand access to employees, time off, recruiting, payroll, and the rest of the Factorial API.
- [Figma](https://docs.serval.com/sections/integrations/figma.md): Connect Figma to Serval with a personal access token so workflows can read design files, manage comments and webhooks, and call anything in the Figma REST API.
- [Firstbase](https://docs.serval.com/sections/integrations/firstbase.md): Connect Firstbase to Serval with an API key so workflows can manage device orders, inventory, returns, ITAD, and SCIM user provisioning.
- [Fleet](https://docs.serval.com/sections/integrations/fleetdm.md): Connect Fleet (FleetDM) device management to Serval to look up, lock, wipe, and audit company devices through workflows and the full Fleet API.
- [FMS:Workplace](https://docs.serval.com/sections/integrations/fms-workplace.md): Connect Serval to FMS:Workplace so workflows can read facility data through the FMInteract Web Service SOAP API.
- [Freshservice](https://docs.serval.com/sections/integrations/freshservice.md): Freshservice is an IT service management (ITSM) platform - Serval connects to your instance to sync tickets and knowledge articles, ingest service catalog items as runnable workflows, and take actions through the Freshservice API.
- [Front](https://docs.serval.com/sections/integrations/front.md): Connect Front, the shared-inbox customer communication platform, to Serval so workflows can manage conversations, contacts, inboxes, tags, and more through the Front API.
- [GitBook](https://docs.serval.com/sections/integrations/gitbook.md): Connect GitBook to Serval so workflows can search a GitBook space and read matching pages as Markdown.
- [GitHub](https://docs.serval.com/sections/integrations/github.md): Connect GitHub to Serval to run repository, team, and enterprise workflows and manage GitHub Team access - authenticated entirely through GitHub Apps.
- [GitLab](https://docs.serval.com/sections/integrations/gitlab.md): Connect GitLab to Serval with a personal access token so workflows can call the full GitLab REST API on gitlab.com or your self-managed instance.
- [Gong](https://docs.serval.com/sections/integrations/gong.md): Connect Serval to Gong with an API key pair so workflows can search recorded sales calls and answer questions grounded in Gong's AI-generated call summaries.
- [Google Workspace](https://docs.serval.com/sections/integrations/google-workspace.md): Connect Serval to your Google Workspace tenant to automate IT and admin operations and index Google Drive content for knowledge search.
- [Granola](https://docs.serval.com/sections/integrations/granola.md): Connect your Granola workspace to Serval so workflows can read AI meeting notes, summaries, and full transcripts on demand.
- [Greenhouse](https://docs.serval.com/sections/integrations/greenhouse.md): Connect Greenhouse, the applicant tracking system, so Serval workflows can create candidates, manage applications, and list open jobs on demand.
- [Hevy](https://docs.serval.com/sections/integrations/hevy.md): Connect Serval to Hevy with an API key so workflows can read workouts, routines, exercise templates, and profile data from a Hevy Pro account.
- [HiBob](https://docs.serval.com/sections/integrations/hibob.md): Connect Serval to HiBob (Bob), the HR platform, so your workflows can read employee profiles, search people, and check time off on demand.
- [HubSpot](https://docs.serval.com/sections/integrations/hubspot.md): HubSpot is a CRM and marketing platform; Serval connects to it with a private app access token and calls the HubSpot API on demand from your workflows.
- [incident.io](https://docs.serval.com/sections/integrations/incident-io.md): Connect incident.io to Serval with an API key so workflows can read and manage incidents, alerts, escalations, on-call schedules, and everything else in the incident.io API.
- [Ironclad](https://docs.serval.com/sections/integrations/ironclad.md): Connect Serval to Ironclad, a contract lifecycle management platform, to read contract workflows, track approvals and signatures, add comments, and search records on demand.
- [Ivanti Neurons for ITSM](https://docs.serval.com/sections/integrations/ivanti-itsm.md)
- [IVM](https://docs.serval.com/sections/integrations/ivm.md): Connect Serval to IVM's SmartHub-managed industrial vending and smart locker platform so workflows can read machines, locations, products, inventory, and reports on demand.
- [Jamf](https://docs.serval.com/sections/integrations/jamf.md): Connect Jamf Pro to Serval to query Apple device inventory, manage users and groups, send MDM commands, and ingest your computer fleet into Serval's asset inventory.
- [Jira](https://docs.serval.com/sections/integrations/jira.md): Connect your Jira Cloud site to Serval for two-way ticket syncing, prebuilt workflows, and automation across the full Jira Cloud REST API.
- [Jira Data Center](https://docs.serval.com/sections/integrations/jira-data-center.md): Connect Serval to your self-hosted Jira Data Center instance with an API token so workflows and Catalyst can call its API on demand.
- [JumpCloud](https://docs.serval.com/sections/integrations/jumpcloud.md): Connect Serval to your JumpCloud directory to sync users and user groups, grant and revoke group membership for access management, and call the JumpCloud API from workflows.
- [Justworks](https://docs.serval.com/sections/integrations/justworks.md): Justworks is a PEO and HR platform for payroll, benefits, time off, and employee data. Serval connects to it with your own OAuth application so workflows can read and act on that data on demand.
- [Kandji](https://docs.serval.com/sections/integrations/kandji.md): Kandji is Apple device management (MDM) for your Mac fleet - Serval connects to it to run device workflows, automate compliance checks, and sync your Macs into Serval's asset inventory.
- [Kolide](https://docs.serval.com/sections/integrations/kolide.md): Connect Serval to Kolide so workflows can inspect device trust posture, manage registrations, and call the Kolide device-security API.
- [LaunchDarkly](https://docs.serval.com/sections/integrations/launchdarkly.md): Connect LaunchDarkly to Serval to list projects, inspect and toggle feature flags, browse environments, and review audit history through Serval workflows.
- [Active Directory (on-prem)](https://docs.serval.com/sections/integrations/ldap-ad.md): Connect Serval to your on-premises Microsoft Active Directory (or any LDAP v3 directory) for user and group sync, group-based access management, and directory automation from workflows.
- [Linear](https://docs.serval.com/sections/integrations/linear.md): Sync Serval tickets to Linear issues and automate issue management in your Linear workspace with Serval workflows.
- [Linear Admin](https://docs.serval.com/sections/integrations/linear-admin.md): Connect Linear with admin access so Serval can invite, suspend, and unsuspend users and manage workspace membership in your Linear organization.
- [LinkedIn](https://docs.serval.com/sections/integrations/linkedin.md): Connect your own LinkedIn OAuth app to Serval to read member profiles, manage Company Pages, publish posts, pull ads analytics, and manage Matched Audiences from workflows.
- [Lumos](https://docs.serval.com/sections/integrations/lumos.md): Lumos is an identity governance and app management platform; Serval connects to it with a Lumos API token to read users, apps, accounts, groups, and AppStore request data on demand in your workflows.
- [ManageEngine Endpoint Central](https://docs.serval.com/sections/integrations/manageengine-endpoint-central.md): Connect ManageEngine Endpoint Central Cloud to Serval so workflows can manage devices, patches, inventory, and security reports on demand.
- [Medallia Agent Connect](https://docs.serval.com/sections/integrations/medallia.md): Connect Medallia Agent Connect (formerly Stella Connect) so Serval workflows can call its API on demand, with all credentials handled securely by Serval.
- [Microsoft Graph](https://docs.serval.com/sections/integrations/microsoft-graph.md): Connect Microsoft 365 and Entra ID to Serval to sync users, groups, and enterprise apps, manage Intune devices and licenses, automate mail and calendar, and index SharePoint and OneDrive for the Serval knowledge base.
- [Microsoft Teams](https://docs.serval.com/sections/integrations/microsoft-teams.md): Connect Serval to your Microsoft Teams tenant to run a help desk in Teams channels and send messages from Serval workflows.
- [Mosyle](https://docs.serval.com/sections/integrations/mosyle.md): Connect Mosyle to Serval with your Mosyle Business account email, password, and API Access Token so workflows can work with your Apple devices, users, and groups on demand.
- [Navan](https://docs.serval.com/sections/integrations/navan.md): Navan (formerly TripActions) is a corporate travel and expense platform; Serval connects to its Booking Data API so workflows can pull travel booking reports on demand.
- [NetSuite](https://docs.serval.com/sections/integrations/netsuite.md): Connect Serval to Oracle NetSuite to read and write ERP records, run queries, and call custom RESTlets on demand from workflows.
- [NinjaOne](https://docs.serval.com/sections/integrations/ninjaone.md): Connect NinjaOne (formerly NinjaRMM) to Serval so workflows can manage devices, patches, alerts, tickets, and IT documentation through the full NinjaOne Public API v2.
- [Notion](https://docs.serval.com/sections/integrations/notion.md): Connect your Notion workspace to Serval to power workflow automation and sync your shared pages and databases into Serval's knowledge base.
- [Obsidian Security](https://docs.serval.com/sections/integrations/obsidian-security.md): Obsidian Security is a SaaS security posture management (SSPM) platform - connect it to Serval so workflows can read intelligence alerts, accounts, connected services, activity events, and posture and compliance data, and update alerts as part of triage automation.
- [Okta](https://docs.serval.com/sections/integrations/okta.md): Okta is a cloud identity and access management platform; Serval connects to it to read and manage users, groups, and applications, run access reviews, and automate identity lifecycle tasks.
- [OneLogin](https://docs.serval.com/sections/integrations/onelogin.md): Connect Serval to OneLogin to sync users, applications, and roles, and to provision access by managing OneLogin role membership.
- [Oomnitza](https://docs.serval.com/sections/integrations/oomnitza.md): Connect Serval to your Oomnitza instance with a dedicated service account to automate IT asset management workflows across assets, software, SaaS, people, locations, and contracts.
- [Opal Security](https://docs.serval.com/sections/integrations/opal.md): Connect Opal Security to Serval so workflows can look up, provision, and revoke access, and file and approve access requests in Opal.
- [OpenAI](https://docs.serval.com/sections/integrations/openai.md): OpenAI powers Serval's built-in AI workflow actions and backend AI features - it works with zero setup on Serval's key, or your org can bring its own OpenAI (or OpenAI-compatible) API key.
- [OpenPath](https://docs.serval.com/sections/integrations/openpath.md): Connect Avigilon Alta (formerly Openpath) physical access control to Serval to automate door access, user credentials, and entry management through workflows.
- [Integrations Overview](https://docs.serval.com/sections/integrations/overview.md): Connect your tech stack to Serval - browse the catalog, connect with the auth flow each app uses, verify with health checks, and manage everything from the Integrations page.
- [PagerDuty](https://docs.serval.com/sections/integrations/pagerduty.md): PagerDuty is an incident response and on-call management platform - connect it to Serval so workflows can read and act on incidents, on-call schedules, and services through the PagerDuty REST API.
- [PandaDoc](https://docs.serval.com/sections/integrations/pandadoc.md): Connect PandaDoc to Serval with a workspace API key so workflows can create, send, and track documents, templates, contacts, and anything else in the PandaDoc API.
- [Persona](https://docs.serval.com/sections/integrations/persona.md): Persona is an identity verification and compliance platform (KYC/KYB, fraud prevention) - connect it with an API key so Serval workflows can call any part of the Persona API on demand.
- [PingID](https://docs.serval.com/sections/integrations/pingid.md): Connect Serval to PingOne so workflows can manage user MFA devices and call PingOne Management and MFA APIs.
- [Ramp](https://docs.serval.com/sections/integrations/ramp.md): Connect Ramp to Serval with OAuth so workflows can issue and manage corporate cards, invite and suspend users, and reach anything in Ramp's developer API.
- [Rancher](https://docs.serval.com/sections/integrations/rancher.md): Connect Serval to your self-hosted Rancher management server so workflows can list and manage Rancher users, global roles and role bindings, role templates, and projects.
- [Rapid7](https://docs.serval.com/sections/integrations/rapid7.md): Connect Serval to the Rapid7 Insight platform so workflows can call InsightIDR, InsightAppSec, InsightConnect, and the Insight Account API on demand with a single platform API key.
- [Revivn](https://docs.serval.com/sections/integrations/revivn.md): Connect Revivn to Serval with OAuth client credentials so workflows can list assets, mail-back retrievals, and pickups through the Revivn API.
- [RightCrowd](https://docs.serval.com/sections/integrations/rightcrowd.md): Connect Serval to your gateway-fronted, self-hosted RightCrowd server so workflows can manage cardholders, access cards, and physical access on demand.
- [Rippling](https://docs.serval.com/sections/integrations/rippling.md): Connect Rippling to Serval to sync your workforce and supergroups, manage supergroup membership, and call the Rippling API from custom workflows.
- [Rootly](https://docs.serval.com/sections/integrations/rootly.md): Connect Rootly, the incident management platform, to Serval with an API key so workflows can work with incidents, alerts, on-call schedules, and retrospectives on demand.
- [RSA SecurID](https://docs.serval.com/sections/integrations/rsa.md): Connect Serval to the RSA SecurID Authentication API (RSA ID Plus / Cloud Authentication Service) so workflows can run multi-factor authentication flows - starting, verifying, checking, and canceling MFA attempts on demand.
- [SailPoint](https://docs.serval.com/sections/integrations/sailpoint.md): SailPoint is an identity security platform - Serval connects to both IdentityIQ (on-premises) and Identity Security Cloud, and this page helps you pick the right guide.
- [SailPoint IdentityIQ](https://docs.serval.com/sections/integrations/sailpoint-identityiq.md): Connect SailPoint IdentityIQ to Serval with a service account so workflows and the AI agent can read and manage identities and accounts, query entitlements and policy violations, and launch IdentityIQ workflows on demand.
- [SailPoint Identity Security Cloud](https://docs.serval.com/sections/integrations/sailpoint-identitysc.md): Connect Serval to SailPoint Identity Security Cloud (ISC) so workflows can read identities and accounts, govern access, and automate access requests and certifications through the ISC V2025 API.
- [Salesforce](https://docs.serval.com/sections/integrations/salesforce.md): Salesforce is a cloud-based CRM platform - Serval connects to your org to sync Service Cloud Cases as tickets and run on-demand actions against the Salesforce API from your workflows.
- [Saviynt](https://docs.serval.com/sections/integrations/saviynt.md): Connect Serval to Saviynt Enterprise Identity Cloud so workflows can query users, applications, roles, and access-request data through the EIC REST API.
- [ScreenMeet](https://docs.serval.com/sections/integrations/screenmeet.md): Connect ScreenMeet to Serval to inspect remote support and screen-sharing sessions from your workflows.
- [ServiceNow](https://docs.serval.com/sections/integrations/servicenow.md): Connect ServiceNow to Serval with OAuth 2.0 client credentials or Basic authentication for bidirectional ticket sync, catalog import, knowledge sync, access profiles, and optional live agent handoff.
- [Sigma Computing](https://docs.serval.com/sections/integrations/sigma.md): Connect Sigma Computing to Serval with API client credentials so workflows can call the full Sigma REST API on demand - workbooks, members, teams, connections, and more.
- [Slack](https://docs.serval.com/sections/integrations/slack.md): Connect a Slack workspace to Serval to power your Slack help desk, deliver approval requests by DM, sync users and user groups, and run workflows against the Slack Web API.
- [Slack Admin](https://docs.serval.com/sections/integrations/slack-admin.md): Connect Slack's Enterprise Grid admin tools to Serval so workflows can invite, deactivate, and remove users and manage channel membership across your entire Slack organization.
- [Snipe-IT](https://docs.serval.com/sections/integrations/snipeit.md): Connect your Snipe-IT asset management instance so Serval workflows and Catalyst can look up, check out, and manage your hardware, licenses, and users.
- [Snowflake](https://docs.serval.com/sections/integrations/snowflake.md): Connect Serval to your Snowflake account with a Programmatic Access Token so workflows can run SQL and manage Snowflake objects on demand.
- [Spotify](https://docs.serval.com/sections/integrations/spotify.md): Spotify is a music and audio streaming platform. Serval connects to it with your own Spotify Developer app so workflows can search the catalog, manage playlists, and control playback on demand.
- [Stripe](https://docs.serval.com/sections/integrations/stripe.md): Connect Stripe to Serval with a secret API key so workflows can look up and manage customers, payments, invoices, subscriptions, and payouts.
- [Tableau](https://docs.serval.com/sections/integrations/tableau.md): Connect Tableau Cloud or Tableau Server to Serval with a Personal Access Token to automate user provisioning, content access, and anything in the Tableau REST API.
- [Tailscale](https://docs.serval.com/sections/integrations/tailscale.md): Connect your Tailscale tailnet to Serval to manage devices, look up users and DNS settings, and audit ACL policies, auth keys, and configuration changes through workflows.
- [Tanium](https://docs.serval.com/sections/integrations/tanium.md): Connect Serval to your Tanium Cloud instance to automate endpoint management across ten Tanium modules, from asset inventory to patching and threat response.
- [Typeform](https://docs.serval.com/sections/integrations/typeform.md): Connect Typeform to Serval with your own Typeform OAuth app so workflows can manage forms and quizzes, pull survey responses, and provision webhooks for new submissions.
- [Vanta](https://docs.serval.com/sections/integrations/vanta.md): Vanta is a security and compliance automation platform - connect it to Serval so workflows can read your compliance data (people, vendors, vulnerabilities, frameworks, trust centers) and upload documents to Vanta.
- [Verkada](https://docs.serval.com/sections/integrations/verkada.md): Connect Verkada, the cloud-managed physical security platform, to Serval to automate user provisioning, access control, and camera operations through Verkada's full API.
- [Webex](https://docs.serval.com/sections/integrations/webex.md)
- [Workday](https://docs.serval.com/sections/integrations/workday.md): Connect Serval to your Workday tenant so workflows can look up workers, manage time off and benefits, and automate HR requests through Workday's REST, WQL, and SOAP APIs.
- [Workvivo](https://docs.serval.com/sections/integrations/workvivo.md): Connect Workvivo, Zoom's employee experience platform, to Serval so workflows can read from and post to your intranet through the Workvivo API.
- [Zendesk](https://docs.serval.com/sections/integrations/zendesk.md): Connect Zendesk to Serval for full Support API access in workflows, two-way help desk ticket sync, and Zendesk Guide knowledge sync.
- [Zones](https://docs.serval.com/sections/integrations/zones.md): Connect Serval to Zones to create purchase orders, track order status, and read the standard and non-standard product catalogs on demand.
- [Zoom](https://docs.serval.com/sections/integrations/zoom.md): Zoom is a video communications platform for meetings, phone, and conference rooms - Serval connects to it to pull meeting reports, attendance, and Q&A data, and to manage meeting and phone delegates through workflows.
- [Zscaler](https://docs.serval.com/sections/integrations/zscaler.md): Connect Zscaler OneAPI to Serval with a ZIdentity API client so workflows can review ZIA and ZPA configuration live.
- [April 1, 2026](https://docs.serval.com/sections/release-notes/Apr-1-2026.md): This release includes a redesigned ticketing interface, SLA workflow triggers, installable workflow bundles, an approvals API for custom follow-up logic, Coupa integration, and domain filtering controls.
- [April 22, 2026](https://docs.serval.com/sections/release-notes/Apr-22-2026.md): Pause workflows for approval, compose email replies with citations, manage Anthropic usage, install Google Workspace workflows, and connect Tanium plus new endpoint integrations.
- [April 9, 2026](https://docs.serval.com/sections/release-notes/Apr-9-2026.md): This release includes custom fields for tickets, ticketing UX upgrades, recurring campaigns, new installable workflows for LDAP/AD, Okta, and Google Workspace, control over when Serval prompts for ticket feedback, and a batch of Slack and email reliability fixes.
- [December 10, 2025](https://docs.serval.com/sections/release-notes/Dec-10-2025.md): This release includes board view for tickets, event-triggered workflows, guidance portal workflow builder, operator-based filtering, and automation suggestion history.
- [December 17, 2025](https://docs.serval.com/sections/release-notes/Dec-17-2025.md): This release includes light and dark mode, notification preferences, knowledge tagging in guidance, workflow search, event-triggered workflows, and enhanced ticket creation.
- [December 4, 2025](https://docs.serval.com/sections/release-notes/Dec-4-2025.md): This release includes custom approval workflows, semantic workflow search, workflow tagging, shared workflow syncing, and major UI improvements.
- [February 12, 2026](https://docs.serval.com/sections/release-notes/Feb-12-2026.md): This release includes white-label Slack bot customization, redesigned SLAs with business hours and pause conditions, agent-powered run debugging, criteria-based assignment rules, queued workflow builder messages, and new installable workflows.
- [February 26, 2026](https://docs.serval.com/sections/release-notes/Feb-26-2026.md): This release includes child workflow composition, Slack reaction triggers, workflow-backed catalog items, access revocation via API and workflows, default access profiles and app owners, a new ticket analytics dashboard, and more.
- [February 5, 2026](https://docs.serval.com/sections/release-notes/Feb-5-2026.md): This release includes service catalog ingestion, support tokens for customer access, new team roles, access extensions, sidebar settings improvements, and new integrations.
- [January 15, 2026](https://docs.serval.com/sections/release-notes/Jan-15-2026.md): This release includes org admin joining new teams from ticket links, view assignment reason on hover, launching workflows from application tabs, new UI changes and integrations.
- [January 21, 2026](https://docs.serval.com/sections/release-notes/Jan-21-2026.md): This release includes knowledge source permission enforcement, a redesigned ticket experience with archiving and feedback collection, enhanced keyboard navigation with command palette, Slack ticket status updates, and file support for workflow inputs and outputs.
- [January 9, 2026](https://docs.serval.com/sections/release-notes/Jan-8-2026.md): This release introduces guidance diff view for reviewing AI suggestions, ticket transfers via @Serval, installable workflow browsing, a redesigned access catalog, and natural language workflow approvals.
- [July 3, 2026](https://docs.serval.com/sections/release-notes/Jul-03-2026.md): Assign tickets to groups, share workflows across teams, and let team managers override approvals from a ticket.
- [July 10, 2026](https://docs.serval.com/sections/release-notes/Jul-10-2026.md): Improved Microsoft Teams experience: reply clarification in DMs, reply-with-quote routing, and custom avatars for the Serval bot.
- [June 5, 2026](https://docs.serval.com/sections/release-notes/Jun-05-2026.md): Analytics dashboards are now in public beta, tickets now support time to first human response SLAs, and organizations can opt for EU data residency.
- [June 12, 2026](https://docs.serval.com/sections/release-notes/Jun-12-2026.md): Serval now supports ITIL-aligned change management, ticket visibility groups enable access-controlled ticket routing for help desk teams, and the Applications page is now Integrations and Access Management.
- [June 19, 2026](https://docs.serval.com/sections/release-notes/Jun-19-2026.md): Manage your tags from a single catalog and set owners for teams, resources, and roles.
- [June 26, 2026](https://docs.serval.com/sections/release-notes/Jun-26-2026.md): Serval now has a native knowledge base in beta, and campaigns can be triggered directly from a workflow.
- [March 12, 2026](https://docs.serval.com/sections/release-notes/Mar-12-2026.md): This release includes approval delegation, access requests via the CLI, lexical and keyword search for the knowledge base, new Salesforce, SailPoint, and LaunchDarkly integrations, and more.
- [March 26, 2026](https://docs.serval.com/sections/release-notes/Mar-26-2026.md): This release includes campaigns with workflow responses, a Serval Inbox where you receive notifications in one place, web search for the Help Desk Agent, user MCP, assignment schedules, and delegating approvals and ticket assignments to a user or group.
- [March 5, 2026](https://docs.serval.com/sections/release-notes/Mar-6-2026.md): This release includes team visibility controls, assets reference input types for workflows, external ticket subscribers, conditional forms in Slack, Microsoft Teams notifications, and more.
- [May 13, 2026](https://docs.serval.com/sections/release-notes/May-13-2026.md): The Serval UI is available in English, German, Spanish, French, French (Canada), Japanese, Portuguese, Portuguese (Brazil), and Russian. Guidance is now Skills, reviewers can publish approved knowledge updates into Notion, Slab, Confluence, Freshservice, and ServiceNow, and campaigns now run on Micr…
- [May 20, 2026](https://docs.serval.com/sections/release-notes/May-20-2026.md): Send campaigns over email, configure Help Desk Agent escalation behavior per Slack channel, new Readonly Agent role on agent teams, and select app instances in workflow steps.
- [May 27, 2026](https://docs.serval.com/sections/release-notes/May-27-2026.md): Collect responses with email campaigns, organize workflows into folders, and set a default triage team for ambiguous requests.
- [November 11, 2025](https://docs.serval.com/sections/release-notes/Nov-10-2025.md): This release includes highlights like guidance suggestions, tasks for tickets, webhook-triggered workflows, platform improvements, and 7 new integrations.
- [November 18, 2025](https://docs.serval.com/sections/release-notes/Nov-18-2025.md): This release includes highlights like always-used guidance, custom email responses, ticket navigation, integration updates and platform UI/performance improvements.
- [November 26, 2025](https://docs.serval.com/sections/release-notes/Nov-26-2025.md): This release includes highlights like updates to knowledge base management, incident management tickets, AI-powered automation suggestions with workflows, and integration updates.
- [Release Notes](https://docs.serval.com/sections/release-notes/index.md): Stay up to date with the latest features, improvements, and fixes in Serval.
- [Choose a Delivery Model](https://docs.serval.com/sections/self-hosting/deployment-models.md): Compare the two fully self-hosted delivery models — Serval-Managed in Your AWS and Self-Managed on Your Kubernetes — side by side.
- [Hybrid Self-Hosted](https://docs.serval.com/sections/self-hosting/hybrid.md): Run only the Serval worker in your infrastructure. Serval operates the backend in Serval Cloud. Integration credentials stay on your worker.
- [Self-Hosting Options](https://docs.serval.com/sections/self-hosting/index.md): Compare the three Serval self-hosting delivery models — Hybrid, Serval-Managed in Your AWS, and Self-Managed on Your Kubernetes — and learn how to get access to deployment instructions.
- [Private Network Access](https://docs.serval.com/sections/self-hosting/private-network-access.md): How Serval reaches systems on your internal network — on-prem Active Directory, internal LDAP, self-hosted GitLab, internal APIs — under each delivery model.
- [Deployment instructions](https://docs.serval.com/sections/self-hosting/request-access.md): Customer documentation for deploying, operating, and configuring Serval self-hosting.
- [Prerequisites — Self-Managed on Your Kubernetes](https://docs.serval.com/sections/self-hosting/self-managed-prerequisites.md): What your platform team needs in place before installing the Serval Helm chart on a cluster you operate
- [Serval-Managed in Your AWS](https://docs.serval.com/sections/self-hosting/serval-managed-overview.md): Run the full Serval application in an AWS account you own, operated for you from outside that account
- [Prerequisites — Serval-Managed in Your AWS](https://docs.serval.com/sections/self-hosting/serval-managed-prerequisites.md): What you need to provide before Serval deploys a fully self-hosted stack in your AWS account