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Google Sheets + Sera Systems

Add new Sera Systems customers to a Google Sheets spreadsheet as rows

Effortlessly maintain an organized customer database with this easy-to-use workflow. When a new customer is added in Sera Systems, a new row will be created in your designated Google Sheets spreadsheet. Save valuable time and reduce manual data entry by streamlining your customer management process today.

Effortlessly maintain an organized customer database with this easy-to-use workflow. When a new customer is added in Sera Systems, a new row will be created in your designated Google Sheets spreadsheet. Save valuable time and reduce manual data entry by streamlining your customer management process today.

  1. When this happens...
    Sera SystemsSera Systems
    Customer Created

    Triggers when a new customer is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

  • Sera Systems triggers, actions, and search

    Appointment Cancelled

    Triggers when a new appointment is cancelled.

    Trigger
    Instant
    Try It
  • 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

    Technician Started Trip

    Triggers when a technician hits "Start Trip" in the Technician App.

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

    Appointment Completed

    Triggers when a new appointment is completed.

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

    Appointment Rescheduled

    Triggers when a new appointment is rescheduled.

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

    Customer Created

    Triggers when a new customer is created.

    Trigger
    Instant
    Try It
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About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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sera-systems logo

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.

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