Connect Severa and WildJar

Both apps 31Severa 15WildJar 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 Inbound SMS

  Triggers when an SMS is received on one of your WildJar numbers.

• Trigger
  New Phone Call

  Triggers when a new tracked phone call is logged in WildJar.

• Action
  Add Contact

  Adds a contact with a main phone number to the WildJar address book.

• Action
  Get Account

  Returns one WildJar account's details: name, country, timezone and status.

• Action
  Get Call

  Returns one tracked call's details: caller, status, duration, tracking number and source, and notes.

• Action
  Get Call Transcription

  Returns a call's details together with its transcription, sentiment and AI call summary.

• Action
  Get Contact

  Returns one address book contact with its name and phone numbers.

• Action
  Get Tracking Number

  Returns one tracking number's details: name, source, type, status and routing.

• Action
  List Accounts

  Returns the WildJar accounts this login can access.

• Action
  List Calls

  Returns tracked inbound calls, optionally filtered by account, date range and status.

• Action
  List Contacts

  Returns contacts from the WildJar address book.

• Action
  List Inbound SMS

  Returns SMS messages received on your WildJar numbers.

• Action
  List Outbound Calls

  Returns outbound calls made from WildJar, optionally for one account.

• Action
  List Tracking Numbers

  Returns the active tracking numbers, with their name, source and status.

• Action
  Send SMS

  Sends a single SMS from one of your WildJar numbers. The message is queued for dispatch and a per-SMS charge applies.

• Action
  Update Contact

  Updates an address book contact's name or account.

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