Create integrations between Sera Systems and WhatConverts to automate any workflow
Quickly automate workflows with Sera Systems and WhatConverts using Zapier's templates.
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Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
Try It - Customer Created
Triggers when a new customer is created.
Try It - Quote Accepted
Triggers when a quote is accepted.
Try It - Lead Type
- Phone Calls (Completed)Required
- Phone Calls (Modified)Required
- Phone Calls (In Progress)Required
- Text MessagesRequired
- Web FormsRequired
- E-Commerce TransactionsRequired
- Custom EventsRequired
- Chats (Completed)Required
- Chats (In Progress)Required
- EmailsRequired
- AppointmentRequired
- OtherRequired
- ProfileRequired
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- Technician Started Trip
Triggers when a technician hits "Start Trip" in the Technician App.
Try It - Invoice Accepted
Triggers when invoice is accepted.
Try It - Quote Denied
Triggers when a quote is denied.
Try It - Lead Type
- Phone Calls (Completed)Required
- Phone Calls (Modified)Required
- Phone Calls (In Progress)Required
- Text MessagesRequired
- Web FormsRequired
- E-Commerce TransactionsRequired
- Custom EventsRequired
- Chats (Completed)Required
- Chats (In Progress)Required
- EmailsRequired
- AppointmentRequired
- OtherRequired
- ProfileRequired
Try It