Connecting Seraf via Zapier: Using the API

Seraf supports integrations for Enterprise customers through Zapier using our new API! This feature allows you to automate workflows by connecting Seraf with other apps. Whether you’re tracking new deals or updating your portfolio, Zapier helps you save time and streamline processes.

 

Currently Available Functions in Seraf's Zapier Integration:

1. New Dates
2. New Companies
3. New Notes

Here’s a breakdown of each function and examples of how they can be used to improve workflows Seraf's for Enterprise customers:

---

1. New Date Created
This function triggers an action in another app when a new Important Date entry is created in Seraf.

Example:

- Trigger: A new board meeting date is scheduled in Seraf.
- Action: Create a Google Calendar event for the meeting with all relevant details.

Screenshot 2024-10-09 at 4.37.08 PM.png

 

---

2. Create a New Company
This function allows you to move information into Seraf by creating a new company in your portfolio.

Example:
- Trigger: A new deal opportunity is marked as "Invested" in your CRM (e.g., HubSpot or Pipedrive).
- Action: Automatically create a new company in Seraf with key information (name, industry, etc.) so it’s ready for portfolio tracking.

Screenshot 2024-10-09 at 4.36.06 PM.png

 

---

3. Create a New Note
Use this function to add notes to companies in your Seraf portfolio directly from other apps.

Example 1:
- Trigger: You add a note to a company record in Pipedrive.
- Action: Zapier will send that note to the company in Seraf, ensuring your investment notes are centralized in your portfolio management system.

Screenshot 2024-10-09 at 4.39.12 PM.png

 

---

 

Get Started with Seraf and Zapier

By integrating Seraf with Zapier, you can automate manual tasks, streamline your portfolio management, and keep your data synchronized across tools. Whether you're managing new companies, keeping track of important dates, or syncing your notes on active investments, this integration offers endless possibilities to customize your workflows.

Have more questions? Submit a request

Comments

Powered by Zendesk