Salescaptain + Sera Systems

Send review requests from Salescaptain when new invoices are accepted in Sera Systems

Streamline your customer communication process with this efficient workflow. When an invoice gets accepted in Sera Systems, it prompts a review request from SalesCaptain instantly. This seamless process not only eliminates manual data entry, but also helps ensure timely and consistent engagement with your customers, enhancing overall customer service performance.

When this happens...
Invoice Accepted
Triggers when invoice is accepted.
TriggerInstant
automatically do this!
Send Review Request From SalesCaptain
Send Review Request From SalesCaptain
ActionWrite

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Supported triggers and actions

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
Try It

- Company idRequired
Trigger
Instant
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- Company IdRequired
Trigger
Instant
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- Name
- Phone
- Email
Action
Write
- Full NameRequired
- Email
- Phone Numer
- Description
Action
Write
- First Name
- Last Name
- Phone
- Email
- Current Milestone
Action
Write
- Name
- Phone
- Email
Action
Write
- Order Number
- Phone Number
- Amount
- name
Action
Write

Appointment Completed
Triggers when a new appointment is completed.
Trigger
Instant
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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.
Trigger
Instant
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Membership Updated
Triggers when a new membership is updated.
Trigger
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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- Company IdRequired
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Phone NumberRequired
- Email
- Message
- Tags
- Custom field 1 name
- Custom field 1 value
- Custom field 2 name
- Custom field 2 value
Action
Write
- Name
- Phone
- Email
Action
Write
- First NameRequired
- Last Name
- Phone Number
- Email
- Tags
- Date and Time
- Custom Field 1
- Custom Field 2
Action
Write
- First Name
- Last Name
- Phone number
- Email
Action
Write
- Summary
- Creator Email
- Organizer Email
- Event Begins
- Attendees
- Hangout Link
- Attendee Emails
- Start Time Pretty
- End Time
- End Time Pretty
Action
Write
- First NameRequired
- Last Name
- Phone numberRequired
- Email
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Tags
Action
Write

About Salescaptain

SalesCaptain is an AI-powered customer experience marketing (CXM) platform that helps local businesses win.

Related categories

Sales & CRM

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

Related categories

Productivity

Salescaptain + Sera Systems

Send review requests from Salescaptain when new invoices are accepted in Sera Systems

Supported triggers and actions

Appointment Cancelled

Appointment Created

Technician Started Trip

Invoice Accepted

Membership Created

Quote Accepted

Quote Draft

SalesCaptain Gmail Trigger

SalesCaptain Webchat Trigger

Create a New Customer From Printavo

Create Lead From Facebook

List New Jobs by Milestone in AccuLynx and Send to SalesCaptain

Send Shopify Order Details to SalesCaptain

Send Payment Details From QuickBooks Online to SalesCaptain

Appointment Completed

Appointment Rescheduled

Customer Created

Job Status Updated

Membership Updated

Quote Denied

Quote Proposed

Contact Added or Updated

Add or Update Contact

Create Lead From Clio

Add Contact to SalesCaptain From Tint Wiz

Add Client From Jobber to SalesCaptain

Send Upcoming Meeting Details to SalesCaptain

Send Review Request From SalesCaptain

About Salescaptain

Related categories

About Sera Systems

Related categories