Connect Sera Systems to Zendesk Sell 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

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

How Zapier works

Zapier makes it easy to integrate Sera Systems with Zendesk Sell - 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 Cancelled."

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

Setup an action from Zendesk Sell

An action is what takes place after the automation is triggered. For example, with Zendesk Sell, the action could be "Create Company."

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

That’s it! You just connected Sera Systems to Zendesk Sell

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 Zendesk Sell 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 Zendesk Sell 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

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
Try It
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
Quote Accepted
Triggers when a quote is accepted.
Trigger
Instant
Try It
- Is Company?
Trigger
Scheduled
Try It

New Deal
Triggers when a new deal is created.
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Scheduled
Try It

Updated Lead
Triggers when an existing lead is updated.
Trigger
Scheduled
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New Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Trigger
Scheduled
Try It
- Name
  Required
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- First Name
- Last Name
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- Name
  Required
- Company
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- Resource ID
  Required
- Related to
- Sequence ID
Action
Write
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- Content
  Required
- Related to
Action
Write
- Company
  Required
- Name
  Required
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit Price
  Required
- Currency
Action
Write
- Company ID
- Company Name
- Email
Action
Search
- Company ID
- First Name
- Last Name
- Email
Action
Search
- Company
  Required
- Name
  Required
Action
Search
- Company
  Required
- Name
  Required
Action
Search
- Company ID
- Company Name
Action
Search
- Company
  Required
- Name
  Required
- Email
Action
Search
- Company ID
- First Name
- Last Name
- Email
- First Name
- Last Name
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Company ID
- Company Name
- First Name
- Last Name
- Email
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write

Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
Try It
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
Try It
Quote Denied
Triggers when a quote is denied.
Trigger
Instant
Try It
- Is Company?
Trigger
Scheduled
Try It
- Pipeline
- Stage
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
- Related to
Trigger
Scheduled
Try It
- Related to
Trigger
Scheduled
Try It
- Company
  Required
- Name
  Required
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- Company
  Required
- First Name
- Last Name
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- Company
  Required
- Name
  Required
- Company
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- Sequence
  Required
- Resource ID
  Required
- Related to
- Sequence Owner ID
Action
Write
- Company
  Required
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- Name
  Required
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit Price
  Required
- Currency
Action
Write
- Content
  Required
- Owner
- Due Date
- Alert
- Related to
Action
Write
- Company ID
- Company Name
- First Name
- Last Name
- Email
- Is Company?
Action
Search
- Company ID
- Company Name
Action
Search
- Company ID
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Company ID
- Company Name
- Product SKU
Action
Search
- Company
  Required
- Stage Name
- Pipeline Name
Action
Search
- Company ID
- Company Name
- Email
- Name
  Required
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Company ID
- Company Name
- Name
  Required
- Company
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Search or write
- Company ID
- Company Name
- Product SKU
- Name
  Required
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit Price
  Required
- Currency
Action
Search or write

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 more Help

Related categories

Productivity

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Related categories

CRM (Customer Relationship Management)

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