Connect Guru and Severa

Both apps 34Guru 19Severa 15

• Trigger
  Announcement Sent

  Triggers when a new Announcement is sent to your Guru team.

• Trigger
  Card Created

  Triggers when a new Card is published in Guru.

• Trigger
  Card Unverified

  Triggers when a Guru Card becomes unverified and needs review.

• Trigger
  Card Updated

  Triggers when a Guru Card is edited.

• Trigger
  New Collection

  Triggers when a new Collection is created in your Guru team.

• Trigger
  New Folder

  Triggers when a new Folder is created in Guru.

• Trigger
  New Group

  Triggers when a new user Group is created in your Guru team.

• Trigger
  User Added to Group

  Triggers when a user is added to the chosen Guru Group.

• Action
  Add User to Group

  Adds a team member to a Guru Group by email address.

• Action
  Archive Card

  Archives a Guru Card so it no longer appears in its Collection.

• Action
  Ask a Question

  Asks Guru a question and returns the AI answer drawn from your team's knowledge.

• Action
  Create Card

  Creates a new Guru Card with a title and content in a Collection.

• Action
  Create Group

  Creates a new user Group in your Guru team.

• Action
  Find Card

  Finds Guru Cards matching search terms and returns the best match.

• Action
  Find Tag

  Returns one Guru Tag by its ID.

• Action
  Remove User From Group

  Removes a team member from a Guru Group.

• Action
  Search With Sources

  Searches Guru and connected sources, returning matching documents with their sources.

• Action
  Unverify Card

  Marks a Guru Card as unverified so its verifier is asked to review it.

• Action
  Verify Card

  Marks a Guru Card as verified by the connected user.

• Trigger
  New Phase Is Created

  Triggered when a new phase is created in Severa, optionally limited to a phase code or specific projects.

• Trigger
  New Project Is Created

  Triggers when a new project is created in Severa.

• Trigger
  Phase Status Change

  Triggers when a phase's status changes in Severa, including the status a new phase starts with.

• Trigger
  Project Status Change

  Triggers when a project's status changes in Severa. Returns the project with its new status.

• Action
  Create Activity

  Creates an activity (calendar entry, task, sales event or absence) in Severa.

• Action
  Create Address for Customer

  Creates a new address on a Severa customer and returns the created address.

• Action
  Create Contact for Customer

  Creates a contact person under an existing Severa customer and returns the new contact.

• Action
  Create Customer

  Creates a customer in Severa, including any customer custom property values you set, and returns the new customer.

• Action
  Create Phase

  Creates a new phase under a project's phase hierarchy in Severa.

• Action
  Create Project

  Creates a new project in Severa for a customer, with its owner and optional sales, billing and scheduling details.

• Action
  Search Customer Contacts

  Searches a customer's contact persons by name, phone number or email address, returning up to 100 matching contacts.

• Action
  Search Customers

  Searches Severa customers by name, email, customer number, VAT or KVK number, owner, status or change date and returns the matching customers.

• Action
  Search Invoices

  Searches Severa invoices by customer, project, status, number, reference number, dates or totals and returns the matching invoices.

• Action
  Search Projects

  Returns the projects that match the criteria you specify, such as project number, customer, status, owner or change date.

• Action
  Update Invoice Status

  Changes the status of an existing invoice in Severa (for example to sent or paid).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.