Connect Severa and Textline

Both apps 29Severa 15Textline 14

• 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 Contact

  Triggers when a new contact is added to your Textline address book.

• Trigger
  New Contact Message

  Triggers when a conversation in a Textline department gets new activity, such as a new message from a contact.

• Action
  Create/Update Contact

  Creates a contact in your Textline address book, or updates the existing contact with that phone number.

• Action
  Find Agent

  Finds a Textline agent by email address and returns their details and availability.

• Action
  Find Contact

  Finds a contact in your Textline address book by phone number and returns its details.

• Action
  Get Contact

  Returns a contact from your Textline address book by its UUID.

• Action
  Import Contact Message

  Imports a message into Textline as if the contact had sent it by SMS.

• Action
  Resolve Conversation

  Marks a Textline conversation as resolved, optionally with a disposition.

• Action
  Send Announcement

  Sends a Textline announcement to contacts chosen by phone numbers, a tag, or a saved search.

• Action
  Send Internal Note

  Adds an internal note (whisper), visible only to agents, to the conversation with a phone number.

• Action
  Send Message

  Sends a text message to a contact's phone number from a Textline department.

• Action
  Send Survey

  Sends a Textline survey to contacts chosen by phone numbers, a tag, or a saved search.

• Action
  Transfer Conversation

  Transfers a Textline conversation to another agent in the same department.

• Action
  Update Agent Status

  Turns a Textline agent's availability on or off.

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