Connect Sera Systems and CompanyCam 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 CompanyCam together. Build enterprise-grade automation in minutes.

Our most popular template

Add CompanyCam projects when new appointment trips start in Sera Systems
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Sera Systems + Formatter by Zapier + CompanyCam
Create new CompanyCam projects when appointments are created in Sera Systems
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Sera Systems + CompanyCam
Start new CompanyCam projects whenever technicians start trips in Sera Systems
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Sera Systems + CompanyCam
Create projects in CompanyCam when new customers are added in Sera Systems
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Sera Systems + CompanyCam

Add CompanyCam projects when new appointment trips start in Sera Systems

Details

Try it

Sera Systems + Formatter by Zapier + CompanyCam

Create new CompanyCam projects when appointments are created in Sera Systems

Details

Try it

Sera Systems + CompanyCam

Start new CompanyCam projects whenever technicians start trips in Sera Systems

Details

Try it

Sera Systems + CompanyCam

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

Details

Try it

Sera Systems + CompanyCam

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 CompanyCam - 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 Photo" in CompanyCam.

You’re connected!

Zapier seamlessly connects Sera Systems and CompanyCam, 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
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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- Tags
  Required
Trigger
Instant
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- Labels
  Required
Trigger
Instant
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- Project ID
  Required
- Image URL
  Required
Action
Write
- Project Name
  Required
- 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 ID
  Required
- Project Note
  Required
Action
Write
- Search By
  Required
- Project Name
  Required
- 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
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- Project ID
  Required
- Checklist Template Id
  Required
Action
Write
- Project ID
  Required
- Project Label
  Required
Action
Write
- Search By
  Required
Action
Search

For AI agents & developers

Use Sera Systems and CompanyCam with AI agents and code

Beyond Zap workflows. Call Sera Systems and CompanyCam actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Sera Systems and CompanyCam actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Photo

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Sera Systems and CompanyCam actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* sera-systems / companycam action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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

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93%

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

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect Sera Systems and CompanyCam 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 CompanyCam 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.

Learn moreLearn moreHelpHelp

Related categories

Productivity

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 moreLearn moreHelpHelp

Related categories

Images & Design

Connect Sera Systems and CompanyCam to power AI-driven automation

Launch your first automated workflow

Add CompanyCam projects when new appointment trips start in Sera Systems

Create new CompanyCam projects when appointments are created 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

Add CompanyCam projects when new appointment trips start in Sera Systems

Create new CompanyCam projects when appointments are created 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

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

Use Sera Systems and CompanyCam with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

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

Connect Sera Systems and CompanyCam 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 CompanyCam on the world's largest no-code automation platform