Sera Systems and Salesflare
How to connect Sera Systems
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When appointment Completed in Sera Systems, create meeting, then create call in Salesflare.
- When appointment Created in Sera Systems, create meeting, then create call in Salesflare.
- When customer Created in Sera Systems, find or create account, then find or create contact, then add contact to account in Salesflare.
- When membership Created in Sera Systems, find or create contact in Salesflare.
- When membership Updated in Sera Systems, find or create contact in Salesflare.
About Sera Systems
Sera is the new era of field services software that includes automated dispatch scheduling, improved efficiency while providing a delightful experience to business owners, technicians and customers service teams.
Sera Systems operations on Zapier
Triggers (14)
Start a workflow when this happens
- Appointment Cancelled — Triggers when a new appointment is cancelled.
- Appointment Completed — Triggers when a new appointment is completed.
- Appointment Created — Triggers when a new appointment is created.
- Appointment Rescheduled — Triggers when a new appointment is rescheduled.
- Customer Created — Triggers when a new customer is created.
Show 9 more triggers
- Invoice Accepted — Triggers when invoice is accepted.
- Job Status Updated — Triggers when a job status changes.
- Membership Created — Triggers when a new membership is created.
- Membership Updated — Triggers when a new membership is updated.
- Quote Accepted — Triggers when a quote is accepted.
- Quote Denied — Triggers when a quote is denied.
- Quote Draft — Triggers when a quote is set to draft.
- Quote Proposed — Triggers when a quote is proposed.
- Technician Started Trip — Triggers when a technician hits "Start Trip" in the Technician App.
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