Sera Systems + SMS by Zapier

Send sms for accepted quotes in Sera Systems with SMS by Zapier

When a quote is approved in Sera Systems, streamline your workflow by immediately sending a notification through SMS by Zapier. This automation lets you stay updated with the latest approval statuses without manually monitoring your Sera Systems. It's an efficient way to ensure you never miss an important update and can react promptly to your business demands.

When this happens...
Quote Accepted
Triggers when a quote is accepted.
TriggerInstant
automatically do this!
Send SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
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
Try It
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
Try It
Quote Draft
Triggers when a quote is set to draft.
Trigger
Instant
Try It

- Send V 2 Copy
- From Number
- MessageRequired
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
Try It
Quote Denied
Triggers when a quote is denied.
Trigger
Instant
Try It
Quote Proposed
Triggers when a quote is proposed.
Trigger
Instant
Try It

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

About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

Sera Systems + SMS by Zapier

Send sms for accepted quotes in Sera Systems with SMS by Zapier

Supported triggers and actions

Appointment Cancelled

Appointment Created

Technician Started Trip

Invoice Accepted

Membership Created

Quote Accepted

Quote Draft

Send SMS

Appointment Completed

Appointment Rescheduled

Customer Created

Job Status Updated

Membership Updated

Quote Denied

Quote Proposed

About Sera Systems

Related categories

About SMS by Zapier

Related categories

Related Zap Templates

Related Zap Templates