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.

When this happens...
New Completed Submission
Triggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create Activity
Creates a new Activity.
ActionWrite

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Supported triggers and actions

- involve.me FunnelRequired
Trigger
Instant
Try It
- OrganizationRequired
- EmailRequired
- TagRequired
Action
Write
- Project Id
Trigger
Polling
Try It
New Project Is Created
Triggers when a new project is created.
Trigger
Polling
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
- Invoice IdRequired
- Invoice Status IdRequired
Action
Write

- NameRequired
- Customer IdRequired
- Project Owner IdRequired
- Description
- Start Date
- Project Status Id
Action
Write
- Customer name
- Customer number
- Customer email address
Action
Search
- Number
Action
Search

- OrganizationRequired
- EmailRequired
Action
Write
- OrganizationRequired
- EmailRequired
- TagRequired
Action
Write
- Project Id
Trigger
Polling
Try It
- Project Status Id
- Sales Status Id
- Project Id
Trigger
Polling
Try It
- AddressRequired
- Customer IdRequired
- City
- Postal Code
- Phone
- Is Billing Address
- Is Postal Address
- Is Visit Address
- Country Id
Action
Write
- NameRequired
- Number
- Email
- Notes
- Vat Number
- Kvk Number
- Owner Id
Action
Write
- NameRequired
- Project Root PhaseRequired
- Start Date
- Deadline
- Code
Action
Write
- Customer Id
- Contact information
Action
Search
- Invoice Number
- Invoice Reference Number
Action
Search