1.Monitors quote accepted events
Integrate Sera Systems and field service systems to capture accepted quote identifiers and pricing for downstream use.
Send accepted quote details to downstream billing service
Automatically capture quote accepted events across Sera Systems and Zapier and route normalized billing details downstream via Webhooks by Zapier. Create and update billing payloads when accepted quotes qualify by price and statusβso you can filter billable items, format pricing, and avoid manual export.
How this automation accelerates billing setup
When quote accepted events are handled manually, downstream teams wait and billing setup slips. This automation captures accepted quotes and filters billable records, normalizes pricing, and posts a ready payloadβso your team can trigger billing without manual export.
Sera Systemsor swap with your favorite app
2.Filters qualifying quotes by price
Integrate Filter by Zapier and rule engines to continue only for qualifying records with nonzero totals.
Filter by Zapieror swap with your favorite app
3.Normalizes the quote price
Integrate Formatter by Zapier and data formatting tools to normalize numeric price into consistent cents for payloads.
Formatter by Zapieror swap with your favorite app
4.Posts quote payload to endpoint
Integrate Webhooks by Zapier and JSON request tools to POST a mapped payload to the configured billing endpoint.
Webhooks by Zapieror swap with your favorite app
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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