Connect Sera Systems and RP-1 to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Sera Systems and RP-1 together. Build enterprise-grade automation in minutes.

Our most popular template

Create new RP-1 contacts when new customers are created in Sera Systems
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Sera Systems + RP-1
Remove contacts from RP-1 campaign when new invoices are accepted in Sera Systems
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Sera Systems + RP-1
Add completed appointments from Sera Systems as contacts to campaign in RP-1
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Sera Systems + RP-1

Create new RP-1 contacts when new customers are created in Sera Systems

Details

Try it

Sera Systems + RP-1

Remove contacts from RP-1 campaign when new invoices are accepted in Sera Systems

Details

Try it

Sera Systems + RP-1

Add completed appointments from Sera Systems as contacts to campaign in RP-1

Details

Try it

Sera Systems + RP-1

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 RP-1 - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Appointment Cancelled" from Sera Systems.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in RP-1.

You’re connected!

Zapier seamlessly connects Sera Systems and RP-1, automating your workflow.

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
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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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- Campaign
  Required
- Contact Id
- Phone
- First Name
- Last Name
- Full Name
- Email
- State
- City
- Street
- Postal Code
- Tags
Action
Write
- Campaign Id
  Required
- Contact Id
- Phone
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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- First Name
- Last Name
- Full Name
- Phone Number
  Required
- Email
- Tags
- Street
- City
- State
- Postal Code
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Sera Systems and RP-1 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Sera Systems to RP-1 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

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Related categories

Productivity

About RP-1

RP-1 is a tool to re-engage your existing customer database.

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Related categories

Marketing Automation

Connect Sera Systems and RP-1 to power AI-driven automation

Launch your first automated workflow

Create new RP-1 contacts when new customers are created in Sera Systems

Remove contacts from RP-1 campaign when new invoices are accepted in Sera Systems

Add completed appointments from Sera Systems as contacts to campaign in RP-1

Create new RP-1 contacts when new customers are created in Sera Systems

Remove contacts from RP-1 campaign when new invoices are accepted in Sera Systems

Add completed appointments from Sera Systems as contacts to campaign in RP-1

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

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Sera Systems and RP-1 to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Sera Systems to RP-1 on the world's largest no-code automation platform