Connect Sera Systems to Microsoft Excel and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Sera Systems

A trigger is an event that starts your Zap and runs the workflow. For example, with Sera Systems, a trigger could be "Appointment Cancelled."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Excel

An action is what takes place after the automation is triggered. For example, with Microsoft Excel, the action could be "Add Row."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Sera Systems to Microsoft Excel

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Triggers and actions are the main components of every automated workflow.

Create your first workflow

Quickly connect Sera Systems to Microsoft Excel with a Zapier template.

Our most popular template

Create new Microsoft Excel rows for newly created Sera Systems appointments
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Sera Systems + Microsoft Excel

Create new Microsoft Excel rows for newly created Sera Systems appointments

Sera Systems + Microsoft Excel

Connect Sera Systems and Microsoft Excel to integrate crucial parts of your business

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Connect Sera Systems and Microsoft Excel to unlock the power of automation

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Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Appointment Cancelled
Triggers when a new appointment is cancelled.
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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Quote Accepted
Triggers when a quote is accepted.
Trigger
Instant
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- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Scheduled
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- Storage_source
- Folder
  Required
- Spreadsheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write

- Storage_source
- Folder
  Required
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search

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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Quote Denied
Triggers when a quote is denied.
Trigger
Instant
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- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Scheduled
Try It
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Storage_source
- Folder
  Required
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

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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

Productivity

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

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