NiceJob + Sera Systems

Create or update persons in NiceJob when new invoices are accepted in Sera Systems

Streamline your customer management process with this handy workflow between Sera Systems and NiceJob. Each time an invoice gets accepted in Sera Systems, it triggers the creation or update of a person in your NiceJob account. This automation ensures timely and accurate updates in your customer records, improving efficiency and productivity.

When this happens...
Invoice Accepted
Triggers when invoice is accepted.
TriggerInstant
automatically do this!
Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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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Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Trigger
Instant
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- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write

- EmailRequired
- First Name
- Last Name
- Phone Number
- Position
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
Action
Write
- Booking IDRequired
- Invoice ID
- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- EmailRequired
Action
Search

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
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Trigger
Instant
Try It
- Person IDRequired
- Employee IDs
- Name
- Description
- Status
- Completed At
- Tags
Action
Write
- Person IDsRequired
- Subtotal
- Discount
- Tax
- TotalRequired
- BalanceRequired
- Paid
- Status
- Tags
Action
Write
- Person IDsRequired
- Invoice IDs
- AmountRequired
- Description
- Status
- Tags
Action
Write
- Campaign ID
- EmailRequired
- Phone Number
- First Name
- Last Name
- Company
- Position
Action
Write

About NiceJob

NiceJob is a platform that helps you get more customer reviews and build a great reputation online.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Enroll contacts in NiceJob when new invoices are accepted in Sera Systems

Related Zap Templates

Enroll contacts in NiceJob when new invoices are accepted in Sera Systems

NiceJob + Sera Systems

Create or update persons in NiceJob when new invoices are accepted in Sera Systems

Supported triggers and actions

Appointment Cancelled

Appointment Created

Technician Started Trip

Invoice Accepted

Quote Accepted

Person Created or Updated

Create Booking

Create Employee

Create or Update Person

Create Visit

Find a Person

Appointment Completed

Appointment Rescheduled

Customer Created

Job Status Updated

Quote Denied

Review Created or Updated

Create Case

Create Invoice

Create Payment

Enroll Contact

About NiceJob

Related categories

Similar apps

Zapier Interfaces

About Sera Systems

Related categories

Related Zap Templates

Related Zap Templates