CompanyCam + Sera Systems

Create new CompanyCam projects when appointments are created in Sera Systems

Boost productivity with this streamlined workflow that connects Sera Systems and CompanyCam. With this automation, once a new appointment is booked in Sera Systems, a related project is instantly created in CompanyCam. This seamless integration helps to ensure all your project details stay in alignment with your scheduled appointments, saving you time and reducing the possibility of manual errors.

When this happens...
Appointment Created
Triggers when a new appointment is created.
TriggerInstant
automatically do this!
Add Project
Creates a new project in your account.
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
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Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
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- TagsRequired
Trigger
Instant
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- LabelsRequired
Trigger
Instant
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- Project IDRequired
- Image URLRequired
Action
Write
- Project NameRequired
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Write
- Overwrite Existing Note?Required
- Project IDRequired
- Project NoteRequired
Action
Write
- Search ByRequired
- Project NameRequired
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Search or 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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New Document
Triggers when a document is added to a project.
Trigger
Instant
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New Photo
Triggers when a new photo is added to a company project.
Trigger
Instant
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New Project
Triggers when you add a new project.
Trigger
Instant
Try It
- Project IDRequired
- Checklist Template IdRequired
Action
Write
- Project IDRequired
- Project LabelRequired
Action
Write
- Search ByRequired
Action
Search

About CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.

Learn more

Related categories

Images & Design

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

Related Zap Templates

Add CompanyCam projects when new appointment trips start in Sera Systems

Start new CompanyCam projects whenever technicians start trips in Sera Systems

Create projects in CompanyCam when new customers are added in Sera Systems

CompanyCam + Sera Systems

Create new CompanyCam projects when appointments are created in Sera Systems

Supported triggers and actions

Appointment Cancelled

Appointment Created

Technician Started Trip

Invoice Accepted

Membership Created

Quote Accepted

Quote Draft

Checklist Completed

Photo Tagged

Project Labeled

Add Photo

Add Project

Update Project Notepad

Find or Create a Project

Appointment Completed

Appointment Rescheduled

Customer Created

Job Status Updated

Membership Updated

Quote Denied

Quote Proposed

New Document

New Photo

New Project

Create Checklist From Template

Add Project Label

Find Project

About CompanyCam

Related categories

About Sera Systems

Related categories

Related Zap Templates

Related Zap Templates