Severa Triggers and Actions
Below is a list of triggers and actions available on Severa via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.
Triggers
Project Status Change
Triggers when a project changes its status.
Phase Status Change
Triggers when a phase changes its status.
New Project Is Created
Triggers when a new project is created.
New Phase Is Created
Triggers when a new phase is created.
and more triggers
Severa doesn't offer (yet) any Trigger on Zapier.
Actions
Create Customer
Creates a new Customer.
Create Address for Customer
Creates a new Address for a customer.
Search Projects
Search Projects by project number
Create Contact for Customer
Creates a new Contact for a customer.
Create Activity
Creates a new Activity.
and more actions
Severa doesn't offer (yet) any Action on Zapier.