NiceJob + Sera Systems
Enroll contacts in NiceJob when new invoices are accepted in Sera Systems
Boost efficiency in your billing process with this straightforward automation between Sera Systems and NiceJob. When an invoice is confirmed in Sera Systems, this workflow swiftly enrolls the related contact in NiceJob. Keep your customer engagement in check and streamline your operations with this integration.
Boost efficiency in your billing process with this straightforward automation between Sera Systems and NiceJob. When an invoice is confirmed in Sera Systems, this workflow swiftly enrolls the related contact in NiceJob. Keep your customer engagement in check and streamline your operations with this integration.
- When this happens...Invoice Accepted
Triggers when invoice is accepted.
- automatically do this!Enroll Contact
Enrolls a contact into a NiceJob campaign, defaulting to the Get Reviews campaign.
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Appointment Created
Triggers when a new appointment is created.
Try ItCustomer Created
Triggers when a new customer is created.
Try ItQuote Accepted
Triggers when a quote is accepted.
Try ItPerson Created or Updated
Triggers when a new person is created or an existing person is updated.
Try It
Technician Started Trip
Triggers when a technician hits "Start Trip" in the Technician App.
Try ItInvoice Accepted
Triggers when invoice is accepted.
Try ItQuote Denied
Triggers when a quote is denied.
Try ItReview Created or Updated
Triggers when a new review is created or an existing review is updated.
Try It
