Google Sheets + Sera Systems
Create a Google Sheets row for every new accepted quote in Sera Systems
Ensure every accepted quote in Sera Systems is recorded consistently with this workflow. The moment a quote receives approval in Sera Systems, a new row will be added to your chosen Google Sheets spreadsheet. This streamlines data recording, ensuring every successful quote is tracked efficiently and effectively.
Ensure every accepted quote in Sera Systems is recorded consistently with this workflow. The moment a quote receives approval in Sera Systems, a new row will be added to your chosen Google Sheets spreadsheet. This streamlines data recording, ensuring every successful quote is tracked efficiently and effectively.
- When this happens...Quote Accepted
Triggers when a quote is accepted.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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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.