Sera Systems Integrations

Name: Zapier
Availability: InStock

Put Sera Systems to work with AI and enterprise-grade automation

Automate smarter with Sera Systems and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
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Easy visual workflow builder
8,000+ apps, 450+ AI tools
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Or pick an app to pair with

Google Sheets

Google, Spreadsheets

LeadConnector

Marketing Automation

Snowflake

Databases

Chiirp

Contact Management

Gmail

Email, Google

Microsoft Outlook

Calendar, Email, Microsoft

Microsoft Teams

Microsoft, Team Chat

Slack

Team Chat

monday.com

Project Management

Google Sheets

Google, Spreadsheets

LeadConnector

Marketing Automation

Snowflake

Databases

Chiirp

Contact Management

Gmail

Email, Google

Microsoft Outlook

Calendar, Email, Microsoft

Google Sheets

Google, Spreadsheets

LeadConnector

Marketing Automation

Snowflake

Databases

Chiirp

Contact Management

Gmail

Email, Google

Microsoft Outlook

Calendar, Email, Microsoft

Microsoft Teams

Microsoft, Team Chat

Slack

Team Chat

monday.com

Project Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add CompanyCam projects when new appointment trips start in Sera Systems
Details
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Sera Systems + Formatter by Zapier + CompanyCam
Send Slack messages when new quotes are accepted in Sera Systems
Details
Try it
Sera Systems + Slack
Send review requests from Salescaptain when new invoices are accepted in Sera Systems
Details
Try it
Sera Systems + Salescaptain
Create neighborhood visits in StreetFair for new appointments in Sera
Details
Try it
Sera Systems + StreetFair
Send Gmail emails for newly accepted quotes in Sera Systems
Details
Try it
Sera Systems + Gmail
Add new Sera Systems customers to a Google Sheets spreadsheet as rows
Details
Try it
Sera Systems + Google Sheets

Add CompanyCam projects when new appointment trips start in Sera Systems

Details

Try it

Sera Systems + Formatter by Zapier + CompanyCam

Send Slack messages when new quotes are accepted in Sera Systems

Details

Try it

Sera Systems + Slack

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

Details

Try it

Sera Systems + Salescaptain

Create neighborhood visits in StreetFair for new appointments in Sera

Details

Try it

Sera Systems + StreetFair

Send Gmail emails for newly accepted quotes in Sera Systems

Details

Try it

Sera Systems + Gmail

Add new Sera Systems customers to a Google Sheets spreadsheet as rows

Details

Try it

Sera Systems + Google Sheets

Create new CompanyCam projects when appointments are created in Sera Systems

Details

Try it

Sera Systems + CompanyCam

Track denied quotes in Sera Systems and create multiple rows in Google Sheets

Details

Try it

Sera Systems + Google Sheets

Send emails in Gmail when new quotes are denied in Sera Systems

Details

Try it

Sera Systems + Gmail

Send Slack channel messages for accepted Sera Systems invoices

Details

Try it

Sera Systems + Slack

Add new Sera Systems appointments to Google Sheets as rows

Details

Try it

Sera Systems + Google Sheets

Create Birdeye customers when new Sera Systems invoices are accepted

Details

Try it

Sera Systems + Birdeye

Create new CompanyCam projects when appointments are created in Sera Systems
Details
Try it
Sera Systems + CompanyCam
Track denied quotes in Sera Systems and create multiple rows in Google Sheets
Details
Try it
Sera Systems + Google Sheets
Send emails in Gmail when new quotes are denied in Sera Systems
Details
Try it
Sera Systems + Gmail
Send Slack channel messages for accepted Sera Systems invoices
Details
Try it
Sera Systems + Slack
Add new Sera Systems appointments to Google Sheets as rows
Details
Try it
Sera Systems + Google Sheets
Create Birdeye customers when new Sera Systems invoices are accepted
Details
Try it
Sera Systems + Birdeye

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 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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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
Try It

Sera Systems Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Sera Systems Integrations

Put Sera Systems to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add CompanyCam projects when new appointment trips start in Sera Systems

Send Slack messages when new quotes are accepted in Sera Systems

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

Create neighborhood visits in StreetFair for new appointments in Sera

Send Gmail emails for newly accepted quotes in Sera Systems

Add new Sera Systems customers to a Google Sheets spreadsheet as rows

Add CompanyCam projects when new appointment trips start in Sera Systems

Send Slack messages when new quotes are accepted in Sera Systems

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

Create neighborhood visits in StreetFair for new appointments in Sera

Send Gmail emails for newly accepted quotes in Sera Systems

Add new Sera Systems customers to a Google Sheets spreadsheet as rows

Create new CompanyCam projects when appointments are created in Sera Systems

Track denied quotes in Sera Systems and create multiple rows in Google Sheets

Send emails in Gmail when new quotes are denied in Sera Systems

Send Slack channel messages for accepted Sera Systems invoices

Add new Sera Systems appointments to Google Sheets as rows

Create Birdeye customers when new Sera Systems invoices are accepted

Create new CompanyCam projects when appointments are created in Sera Systems

Track denied quotes in Sera Systems and create multiple rows in Google Sheets

Send emails in Gmail when new quotes are denied in Sera Systems

Send Slack channel messages for accepted Sera Systems invoices

Add new Sera Systems appointments to Google Sheets as rows

Create Birdeye customers when new Sera Systems invoices are accepted

Supported triggers and actions

Sera Systems Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Sera Systems Integrations

Popular Sera Systems Integrations

Sera Systems Integrations

Put Sera Systems to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Add CompanyCam projects when new appointment trips start in Sera Systems

Send Slack messages when new quotes are accepted in Sera Systems

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

Create neighborhood visits in StreetFair for new appointments in Sera

Send Gmail emails for newly accepted quotes in Sera Systems

Add new Sera Systems customers to a Google Sheets spreadsheet as rows

Add CompanyCam projects when new appointment trips start in Sera Systems

Send Slack messages when new quotes are accepted in Sera Systems

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

Create neighborhood visits in StreetFair for new appointments in Sera

Send Gmail emails for newly accepted quotes in Sera Systems

Add new Sera Systems customers to a Google Sheets spreadsheet as rows

Create new CompanyCam projects when appointments are created in Sera Systems

Track denied quotes in Sera Systems and create multiple rows in Google Sheets

Send emails in Gmail when new quotes are denied in Sera Systems

Send Slack channel messages for accepted Sera Systems invoices

Add new Sera Systems appointments to Google Sheets as rows

Create Birdeye customers when new Sera Systems invoices are accepted

Create new CompanyCam projects when appointments are created in Sera Systems

Track denied quotes in Sera Systems and create multiple rows in Google Sheets

Send emails in Gmail when new quotes are denied in Sera Systems

Send Slack channel messages for accepted Sera Systems invoices

Add new Sera Systems appointments to Google Sheets as rows

Create Birdeye customers when new Sera Systems invoices are accepted

Sera Systems Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Sera Systems Integrations

Popular Sera Systems Integrations

Connect Your App Accounts to Zapier