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.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create Activity
Creates a new Activity.
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- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItProject Id
Try ItProject Status Id
Sales Status Id
Project Id
Try ItAddressRequired
Customer IdRequired
City
Postal Code
Phone
Is Billing Address
Is Postal Address
Is Visit Address
Country Id
Project Id
Try ItNew Project Is Created
Triggers when a new project is created.
Try ItNameRequired
Start DateRequired
User IdRequired
Activity Type IdRequired
End Date
Notes
Is All Day
Location
Phase Id
Customer Id
First NameRequired
Last NameRequired
Communicationtype Id
Communication Value
Customer Id
Description
Job Title
