Zapier Triggers and Associated Data – Sera Systems

To read more about our integration with Zapier, please click here.

Zapier's web interface creates commands called zaps. Each zap is composed of two main parts: a trigger and an action. A trigger is where the automation starts. You can think of this as the "if this happens..." part of the zap. The action is the performance result of the trigger. You can think of this as the "... then this." part of the zap. You can find more details about the basics of Zapier and its functionality, including subscription information by visiting their website.

If you would like more information about some of the current zaps being used by Sera clients, visit our Integrations page and scroll down to view and even try some of the templates.

Here is a list of current triggers and the available fields:

Zapier Triggers:

Appointment Cancelled - triggers when a new appointment is cancelled

Appointment Created - triggers when a new appointment is created

Appointment Rescheduled - triggers when a new appointment is rescheduled

Technician Started Trip - triggers when a technician hits "Start Trip" in the Technician App

Customer Created - triggers when a new customer is created

Invoice Accepted - triggers when an invoice is accepted

Job Status Updated - triggers when a job status changes

Quote Accepted - triggers when a quote is accepted

Quoted Denied - triggers when a quote is denied

End of Appointment - triggers when End Appointment is selected on the Technician App

Appointment Cancelled Trigger

Fields
Appointment Id	Job Last Appt At	Cancelled By	Customer Billing Address Street 2
Created At	Job Last Completed Appt Date	Cancellation Reason	Customer Billing Address City
Number on Job	Job Admin Portal URL	Originally Scheduled For	Customer Billing Address State
First Appt on Account	Job Job Status	Original Arrival Window Start	Customer Billing Address Zipcode
Admin Portal URL	Service Address Display	Original Arrival Window End	Customer Billing Address Primary Phone
Job Job Id	Service Address Street 1	Service Category	Customer Billing Address Primary Email
Job Total Job Time	Service Address Street 2	Customer Customer Id	Technician Technician Id
Job Total Sold Time	Service Address City	Customer Name	Technician Full Name
Job Opportunity Status	Service Address State	Customer Primary Email	Technician Phone
Job Opportunity Owner	Service Address Zip Code	Customer Primary Phone	Technician Email
Job Lead Type	Service Address Primary Phone	Customer Membership Status
Job Lead Source	Service Address Primary Email	Customer Admin Portal URL
Job Booking Call	Booked By	Customer Billing Address Display
Job First Appt At	Cancelled by Role	Customer Billing Address Street 1

Appointment Created Trigger

Fields
Appointment Id	Job Opportunity Status	Customer Primary Email	Service Address Street 1
Service Category	Job Opportunity Owner	Customer Primary Phone	Service Address Street 2
Booked By	Job Lead Type	Customer Membership Status	Service Address City
Created At	Job Lead Source	Customer Admin Portal URL	Service Address State
Scheduled For	Job Booking Call	Customer Billing Address Display	Service Address Zipcode
Number on Job	Job First Appt At	Customer Billing Address Street 1	Technician Technician Id
First Appt on Account	Job Last Appt At	Customer Billing Address Street 2	Technician Full Name
Admin Portal URL	Job Last Completed Appt Date	Customer Billing Address City	Technician Phone
Job Job Id	Job Admin Portal URL	Customer Billing Address State	Technician Email
Job Total Job Time	Customer Customer Id	Customer Billing Address Zipcode
Job Total Sold Time	Customer Name	Service Address Display

Appointment Rescheduled

Fields
Appointment Id	Job Lead Source	Service Address Primary Email	Customer Billing Address Display
Created At	Job Booking Call	Booked By	Customer Billing Address Street 1
Scheduled For	Job First Appt At	Rescheduled by Role	Customer Billing Address Street 2
Arrival Window Start	Job Last Appt At	Rescheduled By	Customer Billing Address City
Arrival Window End	Job Last Completed Appt Date	Originally Scheduled For	Customer Billing Address State
Number on Job	Job Admin Portal URL	Rescheduled to Arrival Window Start	Customer Billing Address Zipcode
First Appt on Account	Job Job Status	Rescheduled to Arrival Window End	Customer Billing Address Primary Phone
Admin Portal URL	Service Address Display	Service Category	Customer Billing Address Primary Email
Job Job Id	Service Address Street 1	Customer Customer Id	Technician Technician Id
Job Total Job Time	Service Address Street 2	Customer Name	Technician Full Name
Job Total Sold Time	Service Address City	Customer Primary Email	Technician Phone
Job Opportunity Status	Service Address State	Customer Primary Phone	Technician Email
Job Opportunity Owner	Service Address Zipcode	Customer Membership Status
Job Lead Type	Service Address Primary Phone	Customer Admin Portal URL

Technician Start Trip Trigger

Fields
Appointment Id	Job Opportunity Status	Customer Primary Email	Service Address Street 1
Service Category	Job Opportunity Owner	Customer Primary Phone	Service Address City
Booked By	Job Lead Type	Customer Membership Status	Service Address State
Created At	Job Lead Source	Customer Admin Portal URL	Service Address Zipcode
Scheduled For	Job Booking Call	Customer Billing Address Display	Technician Id
Number on Job	Job First Appt At	Customer Billing Address Street 1	Technician Full Name
First Appt On Account	Job Last Completed Appt Date	Customer Billing Address City	Technician Phone
Admin Portal URL	Job Admin Portal URL	Customer Billing Address State	Technician Email
Job Job Id	Customer Id	Customer Billing Address Zipcode	Notify Customer
Job Total Job Time	Customer Name	Service Address Display

Customer Created Trigger

Fields
Customer Customer Id	Customer Membership Status	In Coverage Area	Customer Billing Address City
Customer Name	Admin Portal URL	Customer Billing Address Display	Customer Billing Address State
Customer Primary Email	Created At	Customer Billing Address Street 1	Customer Billing Address Zipcode
Customer Primary Phone	Property Type	Customer Billing Address Street 2

Invoice Accepted Trigger

Fields
Invoice Id	Accepted At	Customer Primary Email	Service Address Display
Line Item Count	Signature Overridden	Customer Primary Phone	Service Address Street 1
Invoice Subtotal	Signature Overridden Reason	Customer Membership Status	Service Address Street 2
Discount Amount	Notes	Customer Admin Portal URL	Service Address City
Late Fee Amount	Commission Designations	Customer Billing Address Street 1	Service Address State
Tax Amount	Admin Portal URL	Customer Billing Address Street 2	Service Address Zipcode
Invoice Total	Number on Job	Customer Billing Address City
Payment Total	Customer Id	Customer Billing Address State
Remaining Balance	Customer Name	Customer Billing Address Zipcode

Job Status Updated

Fields
Job Id	Customer Customer Id	Customer Billing Address Primary Phone	Invoice Notes
Total Job Time	Customer Name	Invoice Invoice Id	Invoice Commission Designations
Total Sold Time	Customer Primary Email	Invoice Line Item Count	Invoice Admin Portal URL
Opportunity Status	Customer Primary Phone	Invoice Invoice Subtotal	Address Display
Opportunity Owner	Customer Membership Status	Invoice Discount Amount	Address Street 1
Lead Type	Customer Admin Portal URL	Invoice Late Fee Amount	Address Street 2
Lead Source	Customer Billing Address Display	Invoice Tax Amount	Address City
Booking Call	Customer Billing Address Street 1	Invoice Invoice Total	Address State
First Appt At	Customer Billing Address Street 2	Invoice Payment Total	Address Zipcode
Last Appt At	Customer Billing Address City	Invoice Remaining Balance	Address Primary Phone
Last Completed Appt Date	Customer Billing Address State	Invoice Accepted At	Address Primary Email
Admin Portal URL	Customer Billing Address Zipcode	Invoice Signature Overridden
Job Status	Customer Billing Address Primary Email	Invoice Signature Overridden Reason

Quote Accepted Trigger

Fields
Quote Id	Sold Membership	Customer Billing Address Display	Trigger Date
Job Job Id	Customer Id	Customer Billing Address Street 1	Service Address Display
Total Amount	Customer Name	Customer Billing Address Street 2	Service Address Street 1
Discount Amount	Customer Primary Email	Customer Billing Address City	Service Address Street 2
Line Item Count	Customer Primary Phone	Customer Billing Address State	Service Address City
Summary	Customer Membership Status	Customer Billing Address Zipcode	Service Address State
Accepted Date	Customer Admin Portal URL	Admin Portal URL	Service Address Zipcode

Quote Denied Trigger

Fields
Quote Id	Sold Membership	Customer Billing Address Display	Trigger Date
Job Id	Customer Id	Customer Billing Address Street 1	Service Address Display
Total Amount	Customer Name	Customer Billing Address Street 2	Service Address Street 1
Discount Amount	Customer Primary Email	Customer Billing Address City	Service Address Street 2
Line Item Count	Customer Primary Phone	Customer Billing Address State	Service Address City
Summary	Customer Membership Status	Customer Billing Address Zipcode	Service Address State
Accepted Date	Customer Admin Portal URL	Admin Portal URL	Service Address Zipcode

End of Appointment

Fields
Appointment Id	Job Total Sold Time	Customer Primary Email	Address Contact Primary Email
Service Category	Job Opportunity Status	Customer Primary Phone	Service Address Display
Booked By	Job Opportunity Owner	Customer Membership Status	Service Address Street 1
Created At	Job Lead Type	Customer Admin Portal URL	Service Address Street 2
Scheduled For	Job Lead Source	Admin Portal URL	Service Address City
Arrival Window Start	Job Booking Call	Customer Billing Address Display	Service Address State
Arrival Window End	Job First Appt At	Customer Billing Address Street 1	Service Address Zipcode
Number on Job	Job Last Appt At	Customer Billing Address Street 2	Technician Id
First Appt on Account	Job Last Completed Appt Date	Customer Billing Address City	Technician Full Name
Admin Portal URL	Job Admin Portal URL	Customer Billing Address State	Technician Phone
Job Id	Customer Id	Customer Billing Address Zipcode	Technician Email
Job Total Job Time	Customer Name	Address Contact Primary Phone