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involve.me + Severa

Create activities in Severa for new involve.me completed submissions

Effortlessly track the progress of your involve.me submissions by creating activities in Severa. With this automation, each time a new submission is marked as completed in involve.me, an activity will be created in Severa, keeping your records up-to-date and organized. Stay on top of your projects and never miss important submission details again.

Effortlessly track the progress of your involve.me submissions by creating activities in Severa. With this automation, each time a new submission is marked as completed in involve.me, an activity will be created in Severa, keeping your records up-to-date and organized. Stay on top of your projects and never miss important submission details again.

  1. When this happens...
    involve.meinvolve.me
    TriggerScheduled
  2. automatically do this!
    SeveraSevera
    Create Activity

    Creates a new Activity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • involve.me ProjectRequired

    Trigger
    Instant
    Try It
    • Project Status Id

    • Sales Status Id

    • Project Id

    Trigger
    Scheduled
    Try It
    • AddressRequired

    • Customer IdRequired

    • City

    • Postal Code

    • Phone

    • Is Billing Address

    • Is Postal Address

    • Is Visit Address

    • Country Id

    Action
    Write
  • Severa triggers, actions, and search

    New Project Is Created

    Triggers when a new project is created.

    Trigger
    Scheduled
    Try It
    • NameRequired

    • Start DateRequired

    • User IdRequired

    • Activity Type IdRequired

    • End Date

    • Notes

    • Is All Day

    • Location

    • Phase Id

    • Customer Id

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • Communicationtype Id

    • Communication Value

    • Customer Id

    • Description

    • Job Title

    Action
    Write
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involveme logo

About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
Learn moreHelp

Related categories

  • Forms & Surveys

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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severa logo

About Severa

Lead your professional business in one software with Severa. Severa brings together CRM, work hour entries, projects and invoicing.

Related categories