Birdeye + Sera Systems

Create Birdeye customers when new Sera Systems invoices are accepted

Streamline your invoicing and customer management process with this efficient workflow between Sera Systems and Birdeye. When an invoice is accepted in Sera Systems, a new customer will be created in Birdeye, saving you time and ensuring seamless communication between the two platforms. Focus on growing your business while this automation takes care of your customer data updates.

When this happens...
Invoice Accepted
Triggers when invoice is accepted.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer for a specified business.
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
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Quote Accepted
Triggers when a quote is accepted.
Trigger
Instant
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- Business numberRequired
Trigger
Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
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- Business numberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
- CRM Name
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- EmailRequired
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total AmountRequired
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation UserRequired
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
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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Quote Denied
Triggers when a quote is denied.
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
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New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business IdRequired
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment IdRequired
- External Appointment IdRequired
- Business numberRequired
- ActionRequired
- Appointment StatusRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Learn more

Related categories

Reviews

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

Related Zap Templates

Create new Birdeye customers when job statuses are updated in Sera Systems

Related Zap Templates

Create new Birdeye customers when job statuses are updated in Sera Systems

Birdeye + Sera Systems

Create Birdeye customers when new Sera Systems invoices are accepted

Supported triggers and actions

Appointment Cancelled

Appointment Created

Technician Started Trip

Invoice Accepted

Quote Accepted

New Appointment

New Canceled Invoice

Confirm Appointment

New Contact

New Lead

No Show Appointment

Create Appointment

Create Invoice

Get Contact Details

Update Appointment

Appointment Completed

Appointment Rescheduled

Customer Created

Job Status Updated

Quote Denied

Cancel Appointment

Complete Appointment

New Refund

New Invoice

New Payment

Survey Completed

Create Customer

Update External Appointment Id in Birdeye

Mark Invoice as Paid

About Birdeye

Related categories

About Sera Systems

Related categories

Related Zap Templates

Related Zap Templates