Integrations SimpleKPI SERA Systems
SimpleKPI + SERA Systems

Connect SimpleKPI and SERA Systems to Build Intelligent Automations

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SimpleKPI

When this happens...

Choose an Action

SERA Systems

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Enable Integrations or automations with these events of SimpleKPI and SERA Systems

Enable Integrations or automations with these events of SimpleKPI and SERA Systems

Actions

Add KPI entry

Add KPI entry

Add a KPI data entry with a date, actual and target values, and optional notes.

Update KPI entry

Update KPI entry

Update an existing KPI entry for a given date with new actual, target, or notes.

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Frequently Asked Questions

How do I start an integration between SimpleKPI and SERA Systems?

To start, connect both your SimpleKPI and SERA Systems accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in SERA Systems (or vice versa).

Can we customize how data from SimpleKPI is recorded in SERA Systems?

Absolutely. You can customize how SimpleKPI data is recorded in SERA Systems. This includes choosing which data fields go into which fields of SERA Systems, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SimpleKPI and SERA Systems?

The data sync between SimpleKPI and SERA Systems typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SimpleKPI to SERA Systems?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SimpleKPI and SERA Systems?

Yes, you can set conditional logic to control the flow of data between SimpleKPI and SERA Systems. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

SimpleKPI

About SimpleKPI

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

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SERA Systems

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.

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