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

What does this mean?

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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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
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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
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
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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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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- 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
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
- 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.

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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 Help

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

Appointment Cancelled

Appointment Created

Technician Started Trip

Invoice Accepted

Quote Accepted

New Canceled Invoice

New Contact

New Lead

Survey Completed

Create Customer

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

Get Contact Details

Update Appointment

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

Appointment Completed

Appointment Rescheduled

Customer Created

Job Status Updated

Quote Denied

New Refund

New Invoice

New Payment

Create Appointment

Last Name

Date of Birth

Gender

Provider Id

Provider First Name

Provider Last Name

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