Connect Severa to EveryAction

Both apps 26Severa 12EveryAction 14

• 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 Phase

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

• 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
  Add a Contribution

  Creates a contribution (donation) for a contact in EveryAction, credited to a designation.

• Action
  Add Activist Codes

  Applies or removes an activist code on a person in EveryAction.

• Action
  Add Canvass Responses

  Records a canvass interaction with a person: either a result code (e.g. not home) or a set of activist code, survey and volunteer activity responses.

• Action
  Add Contact History

  Records a contact attempt (contact history with a result code, such as Not Home or Wrong Number) on a person in EveryAction.

• Action
  Add event

  Creates a new event in EveryAction with its date range, event type, and optional locations, shifts, roles and notes.

• Action
  Add Note to Contact

  Adds a free-form note to a contact (person) in EveryAction, optionally with a category and a contact history record.

• Action
  Add Survey Responses

  Records a contact's answer to a survey question in EveryAction.

• Action
  Create Financial Batch

  Creates a financial batch for grouping contributions under a designation.

• Action
  Create or Update Contact

  Finds a contact matching the details given and updates it, or creates a new contact when no match exists. Returns the contact's VAN ID.

• Action
  Find Contact

  Finds contacts matching the name, address, phone, or email criteria you provide. Matches are case-insensitive and match any value starting with what you enter.

• Action
  Find Financial Batch

  Finds financial batches whose names contain the given text, optionally including unassigned, auto-generated and closed batches.

• Action
  Get activist code

  Returns one activist code by its id, including its name, type, description, script question and status.

• Action
  Subscribe Email

  Finds or creates a contact by email and marks that email address as subscribed.

• Action
  Tag a Contact

  Applies a tag (or source code) to an existing contact in EveryAction.

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