Google Sheets + Sera Systems

Track denied quotes in Sera Systems and create multiple rows in Google Sheets

Streamline your record-keeping process with this Sera Systems to Google Sheets workflow. Whenever a quote is denied in Sera Systems, this automation will instantly create multiple rows in a selected Google Sheets document, keeping all relevant data organized and easily accessible. It's an efficient way to manage your quotation process and maintain up-to-date records without any extra effort.

Streamline your record-keeping process with this Sera Systems to Google Sheets workflow. Whenever a quote is denied in Sera Systems, this automation will instantly create multiple rows in a selected Google Sheets document, keeping all relevant data organized and easily accessible. It's an efficient way to manage your quotation process and maintain up-to-date records without any extra effort.

  1. When this happens...
    Sera SystemsSera Systems
    Quote Denied

    Triggers when a quote is denied.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
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google-sheets logo

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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  • Google
  • Spreadsheets

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sera-systems logo

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