Connect Severa to IXACT Contact CRM

Both apps 27Severa 15IXACT Contact CRM 12

• 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 group

  Adds a new contact group to the IXACT Contact account and returns the new group's id.

• Action
  Add note

  Adds a note to a contact in IXACT Contact and returns the new note.

• Action
  Create Contact

  Creates a new contact in IXACT Contact and returns the new contact's id.

• Action
  Create Lead

  Creates a new lead in IXACT Contact and returns the created lead record.

• Action
  Delete contact

  Deletes a contact by ID from your IXACT Contact account.

• Action
  Get contact

  Returns a single IXACT contact by ID, including emails, phones, addresses, groups and family details.

• Action
  List contacts

  Returns the contacts in your IXACT Contact account, optionally narrowed to those matching an email address or updated since a given date.

• Action
  List groups

  Returns the contact groups in the IXACT Contact account, optionally narrowed by name or last-updated date.

• Action
  List notes

  Returns the notes recorded on a contact, optionally narrowed to a note date or note type.

• Action
  List note types

  Returns the note types defined in the IXACT Contact account, optionally only those with a given name.

• Action
  Update contact

  Updates an existing contact by ID, changing only the fields you fill in and keeping the rest of the contact as it is.

• Action
  Update note

  Updates an existing note on a contact in IXACT Contact, changing its text, type or date.

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