Connect Severa and Tars

Both apps 31Severa 15Tars 16

• 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).

• Trigger
  New Call

  Triggers when a new voice call is registered in Tars.

• Trigger
  New Contact

  Triggers when a new contact is added in Tars.

• Action
  Create Contact

  Creates a Tars contact. The contact needs an email or a phone number.

• Action
  Delete Call Content

  Deletes a Tars call's content (transcript, recordings and variables).

• Action
  Delete Contact

  Deletes a Tars contact.

• Action
  Get Agent

  Returns one Tars agent with its kind, status and published version.

• Action
  Get Call Concurrency

  Returns how many Tars calls are running now against your concurrency limit.

• Action
  Get Contact

  Returns one Tars contact by its ID, with name, email, phone, tags and origin.

• Action
  List Agents

  Returns your Tars chat and voice agents.

• Action
  List Calls

  Returns Tars voice calls, newest first, optionally for one agent.

• Action
  List Contacts

  Returns Tars contacts, optionally filtered by tag or origin.

• Action
  List Phone Numbers

  Returns the phone numbers in your Tars organization.

• Action
  Send Campaign Message

  Sends a Tars campaign message (e.g. a WhatsApp template) to one phone number.

• Action
  Start Conversation

  Starts a conversation with a user through a Tars chat agent's trigger, e.g. a WhatsApp message.

• Action
  Update Contact

  Updates a Tars contact's name, email, phone or tags. Send at least one.

• Action
  Validate Campaign Message

  Checks a Tars campaign message for a recipient and returns its quoted price, without sending it.

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