Connect Magentrix and Severa

Both apps 25Magentrix 10Severa 15

• Trigger
  Entity Records Updated

  Triggers when a record in the entity of your choice is updated.

• Trigger
  New Document Added

  Triggers when a new document is added to the Magentrix document library.

• Trigger
  New Entity Records Added

  Triggers when a new record is added to the entity of your choice.

• Action
  Create Entity Record

  Creates a new record of your chosen Entity Type (for example a Contact or Account) and returns its ID.

• Action
  Delete Entity Record

  Deletes a record of your chosen Entity Type. Native Magentrix records go to the recycle bin for 30 days.

• Action
  Get Entity Record

  Returns one record of your chosen Entity Type by its ID.

• Action
  Update an Existing File

  Updates an existing document, attachment or Salesforce file — its details, or a new version from a public download link.

• Action
  Update Entity Record

  Updates fields on an existing record of your chosen Entity Type.

• Action
  Upload a New File

  Uploads a new file to the Magentrix document library, as a record attachment, or as a Salesforce file, from a public download link.

• Action
  Upsert Entity Record

  Creates a record of your chosen Entity Type, or updates the existing one whose match field (such as Email) has the same value.

• 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.