Connect Severa to Leexi

Both apps 32Severa 12Leexi 20

• 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 meeting event

  Create a meeting event (schedule a meeting to be recorded).

• Action
  Add team

  Create a team in your Leexi workspace.

• Action
  Add user

  Creates a user in your Leexi workspace. Requires the write_users permission scope on the API key.

• Action
  Delete meeting event

  Deletes a Leexi meeting event. Requires the write_meeting_events permission scope on the API key.

• Action
  Delete team

  Delete a team of the workspace.

• Action
  Delete user

  Deactivates a Leexi user. Leexi never permanently deletes users: their calls and history are kept, sessions are revoked and they stop consuming a license. Deactivating an already inactive user still succeeds.

• Action
  Get call

  Get a single Leexi call or meeting, including its topics, AI summary prompts, tasks and transcript.

• Action
  Get call note

  Retrieve a single call note.

• Action
  Get meeting event

  Retrieve a single meeting event.

• Action
  Get team

  Retrieve a single team of the workspace.

• Action
  Get user

  Retrieve a single user of the workspace.

• Action
  Launch meeting assistant

  Sends the Leexi meeting assistant (bot) into a meeting event, or stops the bot that is already running.

• Action
  List call notes

  List call notes for a given call.

• Action
  List calls

  List the calls and meetings the API key can access, newest first by default, with optional filters on date, source, owner, participants, conversation type and customer contact.

• Action
  List teams

  List all teams in your Leexi workspace.

• Action
  List users

  List all users in your Leexi workspace.

• Action
  Request presigned recording upload URL

  Requests a presigned URL for uploading a call recording before creating the call with Add call. Requires the write_calls permission scope on the API key.

• Action
  Update call note

  Updates the translated text of a call note for one language. The original note text is not modified. Requires the write_calls permission on the API key.

• Action
  Update team

  Update the name or active status of a team in your Leexi workspace. Only the values you fill in are changed.

• Action
  Update user

  Updates a Leexi user. Only the fields you fill in are changed.

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