Connect Rise and Severa

Both apps 35Rise 20Severa 15

• Trigger
  New Course

  Triggers when a new course is added to your Rise team.

• Trigger
  New Learner Session

  Triggers when a learner starts a new session in a Rise course.

• Trigger
  User Created

  Triggers when a new user is added to your Rise account.

• Action
  Add User to Group

  Adds a user to a Rise group.

• Action
  Create Group

  Creates a new group in Rise.

• Action
  Create Invitation

  Invites a new user to your Rise account with the role you choose.

• Action
  Delete Group

  Deletes a Rise group.

• Action
  Delete Invitation

  Deletes a pending Rise invitation.

• Action
  Enroll Group in Course

  Enrolls every member of a Rise group in a course.

• Action
  Enroll User in Course

  Enrolls a user in a Rise course.

• Action
  Find a Group

  Finds a Rise group by its exact name.

• Action
  Find an Invitation

  Finds a pending Rise invitation by email address.

• Action
  Find a User

  Finds a Rise user by their exact email address.

• Action
  Get Course

  Returns one Rise course by its ID.

• Action
  Get Learner Report

  Returns a learner's progress, status and quiz score in each of their courses.

• Action
  Get User

  Returns one Rise user by their ID.

• Action
  List Courses

  Returns up to 100 courses in your Rise account.

• Action
  Remove User from Group

  Removes a user from a Rise group.

• Action
  Rename Group

  Renames a Rise group.

• Action
  Unenroll User from Course

  Removes a user's enrollment from a Rise course.

• 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.