Connect Severa to Signatureapi

Both apps 27Severa 12Signatureapi 15

• 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 ceremony

  Creates a new signing ceremony for a recipient. Any previous active ceremony for that recipient is revoked. Returns the ceremony, including its URL when the recipient is authenticated by email code or by your own application.

• Action
  Add deliverable

  Creates an additional deliverable (signed PDF package) from a completed envelope. The envelope must be completed.

• Action
  Add envelope

  Creates an envelope with documents and recipients and starts the signing process.

• Action
  Add upload

  Uploads a PDF, DOCX or PNG file to SignatureAPI and returns a URL you can use as a document source when creating an envelope. Uploads expire after 24 hours.

• Action
  Cancel envelope

  Cancel an in-progress envelope so remaining recipients can no longer sign.

• Action
  Delete envelope

  Delete an envelope.

• Action
  Get deliverable

  Retrieves a deliverable by its ID, including its status and, once generated, a download link for the signed PDF.

• Action
  Get envelope

  Retrieve a single envelope by id.

• Action
  Get recipient

  Retrieves a recipient's details, including status, ceremony information and completion timestamp.

• Action
  Get upload

  Fetches an uploaded file's record by ID: its format, size, hash and expiry. An error occurs if the upload is not found.

• Action
  List deliverables

  Returns the deliverables (signed PDFs with audit log) of an envelope, earliest first.

• Action
  List envelopes

  Lists envelopes in the account, most recent first, optionally filtered by status or topic.

• Action
  Resend request

  Resends the signing request to a recipient who has not yet completed their ceremony, e.g. as a reminder or after a lost or soft-bounced email.

• Action
  Update envelope

  Update mutable fields (e.g. title, metadata) of an existing envelope.

• Action
  Update recipient

  Replaces a recipient who has not yet completed with a new person. The original recipient is marked replaced and a new recipient is created with the same type, key, routing position and places.

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