New Integration | Bug Fix
New Integration - Zapier
Our integration with Zapier’s 5000+ applications is NOW LIVE!
The integration allows clients to set up triggers when a quote is accepted or denied. This functionality is available on the free or paid version of Zapier you can create zaps to automate tasks, some ideas include:
- Create automation without the complexity of programming or purchasing more software
- Notify your warehouse through email when quotes are accepted
- Create follow-up communication when a quote is denied via a text message or email
- Connect closed opportunities to recognition platforms such as CUES
Please see our Partners page specifically for Zapier for some hints on getting started!
The notification (both alert and number) for To-Do list items has been fixed to display properly within the left hand sidebar of your Sera account.