Chiirp + Sera Systems

Create or update Chiirp contacts when new quotes are accepted in Sera Systems

Keep your customer data updated in Chiirp whenever a quote is accepted in Sera Systems. This automation immediately takes details from each accepted quote in Sera Systems and creates or updates a corresponding contact in Chiirp. Simplify your workflow and ensure all necessary information is timely and accurately reflected in your contact management.

When this happens...
Quote Accepted
Triggers when a quote is accepted.
TriggerInstant
automatically do this!
Create or Update Contact
Creates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.
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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New Contact
Triggers when a new Contact is created in Chiirp.
Trigger
Instant
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- Tag
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Address Line #1
- Address Line #2
- City
- State
- Zip/Postal Code
- Phone Number
- Alternate Phone Number
- Email Address
- OK to Send Text MessagesRequired
- OK to Send Emails
- Birthdate
- Custom Fields
- Notes
- Target Date (Local)
- Target Date (UTC)
- Campaign on "Yes"
- Campaign on "No"
- Group on "Yes"
- Group on "No"
- Tag on "Yes"
- Tag on "No"
- Phone Number Was
- External Reference ID
- ActiveProspect: Token
- ActiveProspect: Certificate URL
- ActiveProspect: Ping URL
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
Try It
- Tag
Trigger
Instant
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Changed Contact
Triggers when a Contact is changed in Chiirp. Use the phone number to match existing Contacts.
Trigger
Instant
Try It

About Chiirp

Chiirp helps you Capture, Connect & Close easier and faster using automated text messaging.

Learn more

Related categories

Contact Management

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

Manage denied quotes in Sera Systems by creating or updating contacts in Chiirp

Chiirp + Sera Systems

Create or update Chiirp contacts when new quotes are accepted in Sera Systems

Supported triggers and actions

Appointment Cancelled

Appointment Created

Technician Started Trip

Invoice Accepted

Quote Accepted

New Contact

Tag Removed From a Contact

Create or Update Contact

Appointment Completed

Appointment Rescheduled

Customer Created

Job Status Updated

Quote Denied

New Tag Applied to Contact

Changed Contact

About Chiirp

Related categories

About Sera Systems

Related categories

Related Zap Templates

Related Zap Templates