CompanyCam + Sera Systems
CompanyCam + Sera Systems
Create new CompanyCam projects when appointments are created in Sera Systems
Boost productivity with this streamlined workflow that connects Sera Systems and CompanyCam. With this automation, once a new appointment is booked in Sera Systems, a related project is instantly created in CompanyCam. This seamless integration helps to ensure all your project details stay in alignment with your scheduled appointments, saving you time and reducing the possibility of manual errors.
- When this happens...Appointment CreatedTriggers when a new appointment is created.
- automatically do this!Add ProjectCreates a new project in your account.
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More things you can do with Sera Systems and CompanyCam
Discover other triggers and actions you can use with Sera Systems and CompanyCam
- Appointment Cancelled
Triggers when a new appointment is cancelled.
Try ItTriggerInstant - Appointment Created
Triggers when a new appointment is created.
Try ItTriggerInstant - Technician Started Trip
Triggers when a technician hits "Start Trip" in the Technician App.
Try ItTriggerInstant - Invoice Accepted
Triggers when invoice is accepted.
Try ItTriggerInstant
- Appointment Completed
Triggers when a new appointment is completed.
Try ItTriggerInstant - Appointment Rescheduled
Triggers when a new appointment is rescheduled.
Try ItTriggerInstant - Customer Created
Triggers when a new customer is created.
Try ItTriggerInstant - Job Status Updated
Triggers when a job status changes.
Try ItTriggerInstant