Connect Sera Systems to LeadConnector and automate any workflow

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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

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect Sera Systems to LeadConnector with a Zapier template.

Our most popular template

Create and update LeadConnector contacts from new Sera Systems customers
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LeadConnector + Sera Systems
Add or update LeadConnector contacts when new Sera Systems invoices are accepted
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LeadConnector + Sera Systems
Manage newly accepted Sera Systems invoices by updating opportunities in LeadConnector
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LeadConnector + Sera Systems
Update contacts in LeadConnector when quotes are accepted in Sera Systems
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LeadConnector + Sera Systems
Create and update contacts in LeadConnector for new appointments in Sera Systems
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LeadConnector + Sera Systems
Create new LeadConnector opportunities when appointments are created in Sera Systems
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LeadConnector + Sera Systems

Create and update LeadConnector contacts from new Sera Systems customers

Details

Try it

LeadConnector + Sera Systems

Add or update LeadConnector contacts when new Sera Systems invoices are accepted

Details

Try it

LeadConnector + Sera Systems

Manage newly accepted Sera Systems invoices by updating opportunities in LeadConnector

Details

Try it

LeadConnector + Sera Systems

Update contacts in LeadConnector when quotes are accepted in Sera Systems

Details

Try it

LeadConnector + Sera Systems

Create and update contacts in LeadConnector for new appointments in Sera Systems

Details

Try it

LeadConnector + Sera Systems

Create new LeadConnector opportunities when appointments are created in Sera Systems

Details

Try it

LeadConnector + Sera Systems

How Zapier works

Zapier makes it easy to integrate Sera Systems with LeadConnector - no code necessary. See how you can get setup in minutes.

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 Created."

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

Setup an action from LeadConnector

An action is what takes place after the automation is triggered. For example, with LeadConnector, the action could be "Add/Update Contact."

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

That’s it! You just connected Sera Systems to LeadConnector

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

Connect Sera Systems and LeadConnector to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Sera Systems and LeadConnector to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

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 Created
Triggers when a new appointment is created.
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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- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Business name
  Required
- User Phone
- Email
  Required
- Address
- City
- State / Prov / Region
- Country
  Required
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- In Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write

- User Phone
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Business name
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Task Description
  Required
Action
Write

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
Try It
- First Name
  Required
- Last Name
  Required
- Business name
  Required
- User Phone
- Email
  Required
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
  Required
Action
Write
- Campaign
  Required
- First Name
  Required
- Last Name
  Required
- Business name
  Required
- User Phone
- Email
  Required
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
  Required
- Last Name
  Required
- User Phone
- Email
  Required
Action
Write

Automate LeadConnector: get inspired on the Zapier blog

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.

Help

Related categories

Productivity

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Related categories

Marketing Automation

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Connect Sera Systems to LeadConnector and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Create and update LeadConnector contacts from new Sera Systems customers

Add or update LeadConnector contacts when new Sera Systems invoices are accepted

Manage newly accepted Sera Systems invoices by updating opportunities in LeadConnector

Update contacts in LeadConnector when quotes are accepted in Sera Systems

Create and update contacts in LeadConnector for new appointments in Sera Systems

Create new LeadConnector opportunities when appointments are created in Sera Systems

Create and update LeadConnector contacts from new Sera Systems customers

Add or update LeadConnector contacts when new Sera Systems invoices are accepted

Manage newly accepted Sera Systems invoices by updating opportunities in LeadConnector

Update contacts in LeadConnector when quotes are accepted in Sera Systems

Create and update contacts in LeadConnector for new appointments in Sera Systems

Create new LeadConnector opportunities when appointments are created in Sera Systems

How Zapier works

Select a trigger from Sera Systems

Setup an action from LeadConnector

That’s it! You just connected Sera Systems to LeadConnector

Connect Sera Systems and LeadConnector to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Sera Systems and LeadConnector to unlock the power of automation

Supported triggers and actions

Automate LeadConnector: get inspired on the Zapier blog

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