Connect Severa to Atlas AI Revenue Engine

Both apps 32Severa 15Atlas AI Revenue Engine 17

• 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).

• Action
  Add agent

  Create a new AI agent from a template for a campaign.

• Action
  Add campaign

  Create a new outbound/inbound calling campaign.

• Action
  Add contact

  Manually add a contact to a campaign's contact list.

• Action
  Add tool

  Create a new AI agent tool.

• Action
  Delete campaign

  Delete a campaign.

• Action
  Delete contact

  Delete a contact.

• Action
  Delete knowledge file

  Delete a knowledge base file.

• Action
  Delete tool

  Delete an AI agent tool.

• Action
  Get agent

  Retrieve an AI agent by ID.

• Action
  Get campaign

  Retrieve a campaign by ID.

• Action
  List campaigns

  List all campaigns.

• Action
  List contacts

  List contacts for a campaign.

• Action
  List knowledge files

  List uploaded knowledge base files.

• Action
  List tools

  List all AI agent tools.

• Action
  Update campaign

  Update a campaign's settings.

• Action
  Update contact

  Update a contact's details.

• Action
  Update tool

  Update an AI agent tool's configuration.

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