Severa and RowShare

Easily integrate Severa and RowShare without any code.
Severa
Lead your professional business in one software with Severa. Severa brings together CRM, work hour entries, projects and invoicing.
RowShare
Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

How the Integration Works

RowShare integrates with Severa through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).
When this happens in RowShare
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Automatically do that in Severa
Or the other way round:
When this happens in Severa
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Automatically do that in RowShare

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.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row
Triggers when a row is created or updated in a specific table.
Column Changed
Triggers when a value has changed in a specific column.
New Row
Triggers when a new row is created in a specific table.
Row Status Changed
Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row
Assigns a row to a new owner.
Edit Row
Modifies an existing row.
Find Row
Finds a row based on an exact match for a given column.
Create Row
Creates a new row in the table.
Find Row by ID
Loads a row based on its ID.
Link Rows [Advanced]
Links a row to a parent row in another table. This is an advanced action: to be used with caution.