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 a sample set of data associated with each trigger!
Appointment Created Trigger
Appointment Id 5592122
Service Category Busted Pipe
Booked By Staff
Created At 2023-12-13T13:33:50.876-06:00
Scheduled For 2023-12-13T14:00:00.000-06:00
Number On Job 1/1
First Appt On Account
Admin Portal Url https://parkersandbox.sera.tech/jobs/5455293/appointments/5592122
Number On Job
Job Job Id 5455293
Job Total Job Time 40
Job Total Sold Time 40
Job Opportunity Status Open
Job Opportunity Owner Parker Somerville
Job Lead Type
Job Lead Source
Job Booking Call
Job First Appointment At 2023-12-13T14:00:00.000-06:00
Job Last Appointment At 2023-12-13T14:00:00.000-06:00
Job Last Completed Appt Date
Job Admin Portal Url https://parkersandbox.sera.tech/jobs/5455293
Customer Customer Id 1604717
Customer Name Albina Rau
Customer Primary Email clemencia.fahey@lesch.co.uk
Customer Primary Phone (536) 867-5309
Customer Membership Status none
Customer Admin Portal Url https://parkersandbox.sera.tech/customers/1604717
Customer Billing Address Display 6014 Schuster Brooks, Plano, TX 75075
Customer Billing Address Street 1 6014 Schuster Brooks
Customer Billing Address Street 2
Customer Billing Address City Plano
Customer Billing Address State TX
Customer Billing Address Zipcode 75075
Service Address Display 6014 Schuster Brooks, Plano, TX 75075
Service Address Street 1 6014 Schuster Brooks
Service Address Street 2
Service Address City Plano
Service Address State TX
Service Address Zipcode 75075
Technician Technician Id 7417
Technician Full Name Parker Somerville
Technician Phone 5555555555
Technician Email parker.mcnally@sera.tech
Customer Created Trigger
Customer Customer Id 3480182
Customer Name Johnnie Kessler
Customer Primary Email mikaela@leschcremin.com
Customer Primary Phone (536) 867-5309
Customer Membership Status none
Admin Portal Url https://parkersandbox.sera.tech/customers/3480182
created_datetime 2023-10-24T11:47:50.135-05:00
property_type residential
in_coverage_area Yes
billing_address
Customer Billing Address Display 84555 Meryl Mills, Garland, TX 75044
Customer Billing Address Street 1 84555 Meryl Mills
Customer Billing Address Street 2
Customer Billing Address City Garland
Customer Billing Address State TX
Customer Billing Address Zipcode 75044
Invoice Accepted Trigger
invoice_id 5062464
line_item_count 1
invoice_subtotal 99.0
discount_amount 0.0
late_fee_amount 0.0
tax_amount 0.0
invoice_total 99.0
payment_total 0.0
remaining_balance 99.0
accepted_at 2023-12-07T10:48:34.954-06:00
signature_overridden Yes
signature_overridden_reason a.
notes
commission_designations
Admin Portal Url https://parkersandbox.sera.tech/customers/1604717?invoice_id=5062464&tab=c_Invoices
Number On Job
Customer Id 1604717
Customer Name Albina Rau
Customer Primary Email clemencia.fahey@lesch.co.uk
Customer Primary Phone (536) 867-5309
Customer Membership Status none
Customer Admin Portal Url https://parkersandbox.sera.tech/customers/1604717
billing_address Customer Billing Address Display 6014 Schuster Brooks, Plano, TX 75075
Customer Billing Address Street 1 6014 Schuster Brooks
Customer Billing Address Street 2
Customer Billing Address City Plano
Customer Billing Address State TX
Customer Billing Address Zipcode 75075
Service Address Display 6014 Schuster Brooks, Plano, TX 75075
Service Address Street 1 6014 Schuster Brooks
Service Address Street 2
Service Address City Plano
Service Address State TX
Service Address Zipcode 75075
Quote Accepted Trigger
quote_id 1420180
Job Job Id job_id 5455293
total_amount 246.0
discount_amount 0.0
line_item_count 1
summary
accepted_datetime 2023-12-28T10:14:01.603-06:00
sold_membership false
customer
Customer Id 1604717
Customer Name name Albina Rau
Customer Primary Email clemencia.fahey@lesch.co.uk
Customer Primary Phone (536) 867-5309
Customer Membership Status none
Customer Admin Portal Url https://parkersandbox.sera.tech/customers/1604717
Customer Billing Address Display 6014 Schuster Brooks, Plano, TX 75075
Customer Billing Address Street 1 street1 6014 Schuster Brooks
Customer Billing Address Street 2
Customer Billing Address City Plano
Customer Billing Address State TX
Customer Billing Address Zipcode 75075
Admin Portal Url https://parkersandbox.sera.tech/customers/1604717?quote_id=1420180&tab=c_Quotes
trigger_datetime 2024-01-04T09:48:16.958-06:00
service_address
Service Address Display 6014 Schuster Brooks, Plano, TX 75075
Service Address Street 1 6014 Schuster Brooks
Service Address Street 2
Service Address City Plano
Service Address State TX
Service Address Zipcode 75075
Quote Denied Trigger
quote_id 1420180
Job Job Id job_id 5455293
total_amount 246.0
discount_amount 0.0
line_item_count 1
summary
accepted_datetime 2023-12-28T10:14:01.603-06:00
sold_membership false
customer
Customer Id 1604717
Customer Name name Albina Rau
Customer Primary Email clemencia.fahey@lesch.co.uk
Customer Primary Phone (536) 867-5309
Customer Membership Status none
Customer Admin Portal Url https://parkersandbox.sera.tech/customers/1604717
Customer Billing Address Display 6014 Schuster Brooks, Plano, TX 75075
Customer Billing Address Street 1 street1 6014 Schuster Brooks
Customer Billing Address Street 2
Customer Billing Address City Plano
Customer Billing Address State TX
Customer Billing Address Zipcode 75075
Admin Portal Url https://parkersandbox.sera.tech/customers/1604717?quote_id=1420180&tab=c_Quotes
trigger_datetime 2024-01-04T09:48:16.958-06:00
service_address
Service Address Display 6014 Schuster Brooks, Plano, TX 75075
Service Address Street 1 6014 Schuster Brooks
Service Address Street 2
Service Address City Plano
Service Address State TX
Service Address Zipcode 75075
Technician Start Trip Trigger
Appointment Id 5592122
Service Category Busted Pipe
Booked By Staff
Created At 2023-12-13T13:33:50.876-06:00
Scheduled For 2023-12-13T14:00:00.000-06:00
Number On Job 1/1
First Appt On Account No
Admin Portal Url https://parkersandbox.sera.tech/jobs/5455293/appointments/5592122
Number On Job job
Job Job Id 5455293
Job Total Job Time 40
Job Opportunity Status Open
Job Opportunity Owner Parker Somerville
Job Lead Type
Job Lead Source
Job Booking Call
Job First Appointment At 2023-12-13T14:00:00.000-06:00
Job Last Completed Appt Date last_completed_appt_date
Job Admin Portal Url https://parkersandbox.sera.tech/jobs/5455293
customer
Customer Id 1604717
Customer Name Albina Rau
Customer Primary Email clemencia.fahey@lesch.co.uk
Customer Primary Phone (536) 867-5309
Customer Membership Status none
Customer Admin Portal Url https://parkersandbox.sera.tech/customers/1604717
billing_address
Customer Billing Address Display 6014 Schuster Brooks, Plano, TX 75075
Customer Billing Address Street 1 6014 Schuster Brooks
Customer Billing Address City Plano
Customer Billing Address State TX
Customer Billing Address Zipcode 75075
service_address
Service Address Display 6014 Schuster Brooks, Plano, TX 75075
Service Address Street 1 6014 Schuster Brooks
Service Address City Plano
Service Address State TX
Service Address Zipcode 75075
technician
Technician Id 7417
Technician Full Name Parker Somerville
Technician Phone 5555555555
Technician Email parker.mcnally@sera.tech
notify_customer true