Connect Helpjuice and Severa

Both apps 37Helpjuice 22Severa 15

• Trigger
  New Article

  Triggers when a new knowledge base article is published.

• Trigger
  New Category

  Triggers when a new knowledge base category is created.

• Trigger
  New User

  Triggers when a new Helpjuice user is created.

• Action
  Create Article

  Creates a knowledge base article in a category, as a draft unless published is set.

• Action
  Create Category

  Creates a knowledge base category, optionally nested under a parent category.

• Action
  Create Group

  Creates a Helpjuice user group.

• Action
  Create User

  Creates a Helpjuice user with a role, optionally adding them to groups.

• Action
  Delete Article

  Deletes a knowledge base article.

• Action
  Delete Category

  Deletes a knowledge base category.

• Action
  Delete Group

  Deletes a Helpjuice user group.

• Action
  Delete User

  Deletes a Helpjuice user.

• Action
  Find Articles

  Finds knowledge base articles, optionally filtered by category, publish status or update date.

• Action
  Find Users

  Finds Helpjuice users by email, name or role.

• Action
  Get Article

  Returns one knowledge base article by its ID, including its body, visibility and publish status.

• Action
  Get Category

  Returns one knowledge base category with its published and draft articles.

• Action
  Get Group

  Returns one Helpjuice user group and its members.

• Action
  Get User

  Returns one Helpjuice user by ID.

• Action
  List Categories

  Returns the knowledge base's categories, optionally for one language.

• Action
  Search Knowledge Base

  Searches the knowledge base and returns matching articles with short answer samples.

• Action
  Update Article

  Updates an existing knowledge base article's title, body, visibility or publish status.

• Action
  Update Category

  Updates a knowledge base category's name, description, parent or accessibility.

• Action
  Update User

  Updates a Helpjuice user's name, email or role.

• 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.