Severa and Salesflare
How to connect Severa
- Via Zapier — 15 operations available. Set it up ↗
About Severa
Lead your professional business in one software with Severa. Severa brings together CRM, work hour entries, projects and invoicing.
Severa operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Phase Is Created — Triggers when a new phase is created.
- New Project Is Created — Triggers when a new project is created.
- Phase Status Change — Triggers when a phase changes its status.
- Project Status Change — Triggers when a project changes its status.
Actions (7)
Things Salesflare can make it do
- Create Activity — Creates a new Activity.
- Create Address for Customer — Creates a new Address for a customer.
- Create Contact for Customer — Creates a new Contact for a customer.
- Create Customer — Creates a new Customer.
- Create Phase — Creates a new Phase.
Show 2 more actions
- Create Project — Creates a new Project.
- Update Invoice Status — Updates the status of an invoice to given status
Searches (4)
Look up existing records
- Search Customer Contacts — Search Contacts of a given Customer by identifying information
- Search Customers — Search Customers by customer number, email or name
- Search Invoices — Search Invoices by identifying Invoice number or reference number information
- Search Projects — Search Projects by project number
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