Sera Systems + WhatConverts

Sera Systems + WhatConverts integrations

Create leads in WhatConverts for new appointments created in Sera Systems

Easily transform new appointments in Sera Systems into leads in WhatConverts with this efficient workflow. Every time you set up an appointment in Sera Systems, it promptly generates a corresponding lead within WhatConverts. This automation streamlines your lead management process and ensures you never miss an opportunity.

When this happens...
Appointment CreatedTriggers when a new appointment is created.
TriggerInstant
automatically do this!
Create LeadCreate a new lead.
ActionWrite

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More things you can do with Sera Systems and WhatConverts

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

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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- Lead Type
- Phone Calls (Completed)
  Required
- Phone Calls (Modified)
  Required
- Phone Calls (In Progress)
  Required
- Text Messages
  Required
- Web Forms
  Required
- E-Commerce Transactions
  Required
- Custom Events
  Required
- Chats (Completed)
  Required
- Chats (In Progress)
  Required
- Emails
  Required
- Appointment
  Required
- Other
  Required
- Profile
  Required
Trigger
Instant
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- Profile
- Account
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Write
- Lead ID
  Required
- Quotable
- Quote Value
- Sales Value
- Lead Page
- Additional Fields
- Custom Fields
Action
Write
- Profile
  Required
- Lead ID
- Lead Type
  Required
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- Send Notification
- Date & Time
- WC Client Current
- IP Address
- Phone Number
- Gclid
- Msclkid
- Fbclid
- Fbpid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Name
- Call Duration in Seconds
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
- Custom Fields
Action
Search or write

Appointment Completed
Triggers when a new appointment is completed.
Trigger
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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.
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Instant
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Membership Updated
Triggers when a new membership is updated.
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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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- Lead Type
- Phone Calls (Completed)
  Required
- Phone Calls (Modified)
- Phone Calls (In Progress)
- Text Messages
  Required
- Web Forms
  Required
- E-Commerce Transactions
  Required
- Custom Events
  Required
- Chats (Completed)
  Required
- Chats (In Progress)
- Emails
  Required
- Appointments
  Required
- Other
  Required
- Profile
  Required
Trigger
Instant
Try It
- Lead Type
  Required
- Send Notification
- Profile
- Date & Time
- Quotable
- Quote Value
- Sales Value
- WC Client Current
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- IP Address
- Email Address
- Phone Number
- User ID
- Gclid
- Msclkid
- Fbclid
- Fbpid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Number
- Caller Name
- Call Duration in Seconds
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
- Custom Fields
Action
Write
- Profile
  Required
- Lead ID
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Search

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

About WhatConverts

WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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Related Zap Templates

Create leads in WhatConverts whenever quotes are denied in Sera Systems

Create new leads in WhatConverts for each new accepted invoice in Sera Systems