NiceJob + Sera Systems

NiceJob + Sera Systems integrations

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.

When this happens...
Invoice AcceptedTriggers when invoice is accepted.
TriggerInstant
automatically do this!
Enroll ContactEnrolls a contact into a NiceJob campaign, defaulting to the Get Reviews campaign.
ActionWrite

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More things you can do with Sera Systems and NiceJob

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

Appointment Cancelled
Triggers when a new appointment is cancelled.
Trigger
Instant
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Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
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Technician Started Trip
Triggers when a technician hits "Start Trip" in the Technician App.
Trigger
Instant
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Invoice Accepted
Triggers when invoice is accepted.
Trigger
Instant
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Membership Created
Triggers when a new membership is created.
Trigger
Instant
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Quote Accepted
Triggers when a quote is accepted.
Trigger
Instant
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Quote Draft
Triggers when a quote is set to draft.
Trigger
Instant
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Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Trigger
Instant
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- Person ID
  Required
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone Number
- Position
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
Action
Write
- Booking ID
  Required
- Invoice ID
- Person ID
  Required
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- Email
  Required
Action
Search

Appointment Completed
Triggers when a new appointment is completed.
Trigger
Instant
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Appointment Rescheduled
Triggers when a new appointment is rescheduled.
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Job Status Updated
Triggers when a job status changes.
Trigger
Instant
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Membership Updated
Triggers when a new membership is updated.
Trigger
Instant
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Quote Denied
Triggers when a quote is denied.
Trigger
Instant
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Quote Proposed
Triggers when a quote is proposed.
Trigger
Instant
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Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Trigger
Instant
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- Person ID
  Required
- Employee IDs
- Name
- Description
- Status
- Completed At
- Tags
Action
Write
- Person IDs
  Required
- Subtotal
- Discount
- Tax
- Total
  Required
- Balance
  Required
- Paid
- Status
- Tags
Action
Write
- Person IDs
  Required
- Invoice IDs
- Amount
  Required
- Description
- Status
- Tags
Action
Write
- Campaign ID
- Email
  Required
- Phone Number
- First Name
- Last Name
- Company
- Position
Action
Write

About NiceJob

NiceJob is a platform that helps you get more customer reviews and build a great reputation online.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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Zapier Forms

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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.

Learn moreLearn moreHelpHelp

Related categories

Productivity

Related Zap Templates

Create or update persons in NiceJob when new invoices are accepted in Sera Systems

Related Zap Templates

Create or update persons in NiceJob when new invoices are accepted in Sera Systems