Connect Severa and The Value Builder System™

Both apps 36Severa 15The Value Builder System™ 21

• 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
  Clicked Email by Contact

  Triggers when a contact clicks a link in an email.

• Trigger
  New Activity Feed

  Triggers when a new entry is added to the Value Builder activity feed.

• Trigger
  New Contact

  Triggers when a new contact is added to Value Builder.

• Trigger
  Open/Click Contact Email

  Triggers when a contact opens or clicks an email.

• Trigger
  Opened Email by Contact

  Triggers when a contact opens an email.

• Trigger
  Sent Email to Contact

  Triggers when an email is sent to a contact.

• Trigger
  Unsubscribe Contact From Nurture Cycle

  Triggers when a contact unsubscribes from the Nurture Cycle.

• Action
  Activate Contact Nurture Cycle

  Activates the Nurture Cycle for a contact.

• Action
  Create Contact From Email

  Creates a new contact from an email address, name, company and country.

• Action
  Create Tag

  Creates a tag.

• Action
  Deactivate Contact Nurture Cycle

  Deactivates the Nurture Cycle for a contact.

• Action
  Find Contact From Email

  Searches contacts by email address or name and returns the first match plus all matches.

• Action
  Find Tags

  Searches tags by name, or returns all tags.

• Action
  Get Activity

  Returns one activity feed entry by its ID.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  List Advisors

  Returns the advisors contacts can be assigned to.

• Action
  List Contact Tags

  Returns the tags on a contact.

• Action
  Remove Tags from Contact

  Removes one or more tags from a contact.

• Action
  Replace Contact Tags

  Replaces all of a contact's tags with the list you supply.

• Action
  Tag Contact

  Adds one or more tags to a contact.

• Action
  Update Contact From Email

  Updates the fields you supply on an existing contact; fields left blank are unchanged.

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