Connect Severa to MoEngage

Both apps 20Severa 12MoEngage 8

• 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 or Remove User From Cohort (Audience)

  Adds users to, or removes users from, a partner-synced custom segment (cohort) in MoEngage. Only users who already exist in MoEngage are matched; no new users are created.

• Action
  Create or update device

  Creates a new device for an existing MoEngage user, or updates the properties of one of that user's devices. MoEngage accepts the request and processes it shortly afterwards.

• Action
  Create or Update User

  Creates a new MoEngage user or updates the attributes of an existing user.

• Action
  Delete users

  Requests permanent deletion of one MoEngage user, identified by customer ID or MoEngage ID. The user stays active for a 24-hour buffer period and cannot be retrieved once deleted.

• Action
  Fetch Campaign Report

  Downloads a generated MoEngage campaign report file by its file name. Reports can be downloaded for 7 days after they are generated.

• Action
  Find users

  Returns the MoEngage user profiles that match the Customer IDs or MoEngage IDs you specify, and lists any IDs that were not found.

• Action
  Import User Event

  Records one or more events a user performed, with their attributes and times, on the user's MoEngage profile. Creates the user if needed.

• Action
  Merge users

  Merges duplicate MoEngage user profiles by moving each merged user's data into the retained user. MoEngage cannot undo a merge, so check the user IDs before running it.

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