CompanyCam + Sera Systems
CompanyCam + Sera Systems
Create projects in CompanyCam when new customers are added in Sera Systems
Instantly streamline your workflow by creating a new project in CompanyCam whenever a new customer is added in Sera Systems. This seamless integration ensures timely project creation without the need for manual data entry, saving your team valuable time and mitigating the risk of potential errors. Stay organized and keep your projects up to date with ease and efficiency.
- When this happens...Customer CreatedTriggers when a new customer 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