Sera Systems integration with Gmail
How to Send Gmail emails for newly accepted quotes in Sera Systems
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send Gmail emails for newly accepted quotes in Sera Systems" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Sera Systems integrations
Sera Systems actions
Nekton can use any feature that is available in Sera Systems API.
Using our advanced AI, you can easily create custom automations for Sera Systems.
Here are some typical actions you can do in your automated workflows.
Appointment Created
Triggers when a new appointment is created.
Customer Created
Triggers when a new customer is created.
Quote Accepted
Triggers when a quote is accepted.
Appointment Trip Started
Triggers when an appointment trip is started.
Invoice Accepted
Triggers when invoice is accepted.
Quote Denied
Triggers when a quote is denied.
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.