Log booking cancellations directly in CRM

When a booking is rescheduled or canceled in Sera Systems, automatically update the deal stage or log an activity in Unify360.

Try:

See all Unify360 + Sera Systems integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Unify360 Explore Unify360 →

Triggers

New contact or lead

Fires when a new contact or lead is added to Unify360.

Contact updated

Fires when a field on a contact changes in Unify360.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Unify360.

Deal won

Fires when a deal is marked won in Unify360.

Actions

Create or update contact

Creates or updates a contact in Unify360.

Create deal

Creates a new deal in Unify360.

Update record stage

Moves a deal or record to a new stage in Unify360.

Log activity

Logs a call, email, or note against a record in Unify360.

Sera Systems Explore Sera Systems →

Triggers

New booking made

Fires when a new booking or appointment is made in Sera Systems.

Booking rescheduled or canceled

Fires when a booking in Sera Systems is changed or canceled.

New customer

Fires when a new customer books for the first time in Sera Systems.

Actions

Create a booking

Creates a new booking or appointment in Sera Systems.

Cancel or reschedule a booking

Cancels or moves a booking in Sera Systems.

Create or update a customer

Creates or updates a customer record in Sera Systems.

Add the booking to a calendar

Adds a booking from Sera Systems to a connected calendar.

Create CRM contacts from new bookings When a customer makes a new booking in Sera Systems, automatically create or update their contact record in Unify360. See details

Schedule sales calls for newly qualified leads When a deal stage changes in Unify360, automatically create a booking in Sera Systems to block off time for a demonstration. See details

See all Unify360 + Sera Systems integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Log booking cancellations directly in CRM” between Unify360 and Sera Systems?

Yes — describe it in the box above and Knit's Integrations Agent researches Unify360 and Sera Systems's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Unify360 and Sera Systems keep contact information synchronized?

When a new appointment is booked in Sera Systems, customer details automatically sync to create or update lead records inside Unify360.

Can booking changes automatically update my pipeline in Unify360?

Yes, when meetings are booked or updated in Sera Systems, relevant deal stages or activity logs in Unify360 update instantly.