Birdeye + Sera Systems

Birdeye + Sera Systems integrations

Create Birdeye customers when new Sera Systems invoices are accepted

Streamline your invoicing and customer management process with this efficient workflow between Sera Systems and Birdeye. When an invoice is accepted in Sera Systems, a new customer will be created in Birdeye, saving you time and ensuring seamless communication between the two platforms. Focus on growing your business while this automation takes care of your customer data updates.

When this happens...
Invoice AcceptedTriggers when invoice is accepted.
TriggerInstant
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Create CustomerCreates a new customer for a specified business.
ActionWrite

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More things you can do with Sera Systems and Birdeye

Discover other triggers and actions you can use with Sera Systems and Birdeye

Appointment Cancelled
Triggers when a new appointment is cancelled.
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Instant
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Appointment Created
Triggers when a new appointment is created.
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Instant
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Technician Started Trip
Triggers when a technician hits "Start Trip" in the Technician App.
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Instant
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Invoice Accepted
Triggers when invoice is accepted.
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Membership Created
Triggers when a new membership is created.
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Instant
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Quote Accepted
Triggers when a quote is accepted.
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Quote Draft
Triggers when a quote is set to draft.
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Instant
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- Business number
  Required
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Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
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Instant
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- Business number
  Required
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Instant
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- Parent Business Number
  Required
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Instant
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New Invoice
Triggers when a new invoice is created in birdeye
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Instant
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New Payment
Triggers when a new payment is created in birdeye
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Instant
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- Business Number
  Required
Trigger
Instant
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- Parent Business Number
  Required
Trigger
Instant
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- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Business Number
  Required
- Appointment Id
  Required
- Provider Id
- Provider First Name
- Provider Last Name
- Start Time
  Required
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total Amount
  Required
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation User
  Required
Action
Write
- Business Number
  Required
- Customer Id
  Required
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To Email
  Required
- Ticket Status
- Ticket ID
  Required
- Parent Business Number
  Required
- User Email
  Required
Action
Write

Appointment Completed
Triggers when a new appointment is completed.
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Instant
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Appointment Rescheduled
Triggers when a new appointment is rescheduled.
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Customer Created
Triggers when a new customer is created.
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Job Status Updated
Triggers when a job status changes.
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Membership Updated
Triggers when a new membership is updated.
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Instant
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Quote Denied
Triggers when a quote is denied.
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Instant
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Quote Proposed
Triggers when a quote is proposed.
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Instant
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- Business Number
  Required
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Instant
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- Business Number
  Required
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Instant
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New Refund
Triggers when a new refund is created in birdeye
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Instant
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- Business Number
  Required
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Instant
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- Business Number
  Required
- CRM Name
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Instant
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- Parent Business Number
  Required
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Instant
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- Parent Business Number
  Required
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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- Business Id
  Required
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment Id
  Required
- External Appointment Id
  Required
- Business number
  Required
- Action
  Required
- Appointment Status
  Required
Action
Write
- Event Name
  Required
- Location Business Number
  Required
- CRM Name
  Required
Action
Write
- business Number
  Required
- appointment Id
  Required
- Action
  Required
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

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Related categories

Reviews

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.

Learn moreLearn moreHelpHelp

Related categories

Productivity

Related Zap Templates

Create new Birdeye customers when job statuses are updated in Sera Systems

Related Zap Templates

Create new Birdeye customers when job statuses are updated in Sera Systems