RP-1 + Sera Systems
Remove contacts from RP-1 campaign when new invoices are accepted in Sera Systems
Ensure your contacts list in the RP-1 app stays current with this streamlined workflow. Whenever an invoice is accepted in Sera Systems, it immediately removes the related contact from a campaign in the RP-1 app. This seamless process helps to keep your campaigns focused and effective while saving valuable time.
Ensure your contacts list in the RP-1 app stays current with this streamlined workflow. Whenever an invoice is accepted in Sera Systems, it immediately removes the related contact from a campaign in the RP-1 app. This seamless process helps to keep your campaigns focused and effective while saving valuable time.
- When this happens...Invoice Accepted
Triggers when invoice is accepted.
- automatically do this!Remove Contact From Campaign
Removes a Contact from a Campaign
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About RP-1
RP-1 is a tool to re-engage your existing customer database.
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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.