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Chiirp + Sera Systems

Manage denied quotes in Sera Systems by creating or updating contacts in Chiirp

Streamline your contact management process with this efficient workflow that springs into action when a quote is denied in Sera Systems. It immediately updates or creates a new contact in your Chiirp app, ensuring your business contacts database remains accurate and up-to-date. Say goodbye to manual data entry and let this workflow optimize your customer communication processes.

Streamline your contact management process with this efficient workflow that springs into action when a quote is denied in Sera Systems. It immediately updates or creates a new contact in your Chiirp app, ensuring your business contacts database remains accurate and up-to-date. Say goodbye to manual data entry and let this workflow optimize your customer communication processes.

  1. When this happens...
    Sera SystemsSera Systems
    Quote Denied

    Triggers when a quote is denied.

    TriggerInstant
  2. automatically do this!
    ChiirpChiirp
    Create or Update Contact

    Creates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Sera Systems triggers, actions, and search

    Appointment Created

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
  • Sera Systems triggers, actions, and search

    Customer Created

    Triggers when a new customer is created.

    Trigger
    Instant
    Try It
  • Chiirp triggers, actions, and search

    New Contact

    Triggers when a new Contact is created in Chiirp.

    Trigger
    Instant
    Try It
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About Chiirp

Chiirp helps you Capture, Connect & Close easier and faster using automated text messaging.
Learn more

Related categories

  • Contact Management
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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.

Related categories