RP-1 + Sera Systems

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

When a new customer is added in the Sera Systems app, streamline your process with this automation that instantly creates a corresponding contact in the RP-1 app. This workflow offers a seamless data transfer solution, eliminating manual data entry and ensuring your contact information is always up-to-date and accurate. Enhance your productivity, focus more on customer relationships, and maintain an efficient and organized operation.

When a new customer is added in the Sera Systems app, streamline your process with this automation that instantly creates a corresponding contact in the RP-1 app. This workflow offers a seamless data transfer solution, eliminating manual data entry and ensuring your contact information is always up-to-date and accurate. Enhance your productivity, focus more on customer relationships, and maintain an efficient and organized operation.

  1. When this happens...
    Sera SystemsSera Systems
    Customer Created

    Triggers when a new customer is created.

    TriggerInstant
  2. automatically do this!
    RP-1RP-1
    Create Contact

    Creates a Contact in the system

    ActionWrite
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Supported triggers and actions

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About RP-1

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

Related categories

  • Marketing Automation
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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