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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Phase Is Created" from Severa.

Add your action

An action happens after the trigger—such as "Create Appointment" in SuperOffice CRM.

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Zapier seamlessly connects Severa and SuperOffice CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Project_id
Trigger
Polling
Try It
New Project Is Created
Triggers when a new project is created.
Trigger
Polling
Try It
- Name
  Required
- StartDate
  Required
- User_id
  Required
- ActivityType_id
  Required
- EndDate
- Notes
- IsAllDay
- Location
- Phase_id
- Customer_id
Action
Write
- FirstName
  Required
- LastName
  Required
- Communicationtype_id
- Communication_value
- Customer_id
- Description
- JobTitle
Action
Write
- Invoice_id
  Required
- InvoiceStatus_id
  Required
Action
Write

- Name
  Required
- Customer_id
  Required
- ProjectOwner_id
  Required
- Description
- StartDate
- ProjectStatus_id
Action
Write
- Customer name
- Customer number
- Customer email address
Action
Search

- Number
Action
Search
Company Changed
Triggers when an existing company is changed.
Trigger
Instant
Try It
Document Changed
Triggers when an existing document is changed.
Trigger
Instant
Try It
Contact Changed
Triggers when an existing contact is changed.
Trigger
Instant
Try It
Project Changed
Triggers when an existing project is modified in SuperOffice.
Trigger
Instant
Try It
New Project Member
Triggers when a new project member is added to a project.
Trigger
Instant
Try It
- Trigger when
  Required
Trigger
Instant
Try It
Create Appointment
Creates a new appointment.
Action
Write
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Project Member
Creates a new project member.
Action
Write
Create Sale
Creates a new sale.
Action
Write
Create Request Message
Creates a new message for an existing request.
Action
Write
- Document id
  Required
- Document
  Required
Action
Write
Update Request
Update an existing request content.
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or write

- Project_id
Trigger
Polling
Try It
- ProjectStatus_id
- SalesStatus_id
- Project_id
Trigger
Polling
Try It
- Address
  Required
- Customer_id
  Required
- City
- PostalCode
- Phone
- IsBillingAddress
- IsPostalAddress
- IsVisitAddress
- Country_id
Action
Write
- Name
  Required
- Number
- Email
- Notes
- VatNumber
- KvkNumber
- Owner_id
Action
Write
- Name
  Required
- Project_rootPhase
  Required
- StartDate
- Deadline
- Code
Action
Write
- Customer_id
- Contact information
Action
Search
- Invoice Number
- Invoice Reference Number
Action
Search
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Sale
Triggers when a new sale is created.
Trigger
Instant
Try It
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
Create Request Message Attachment
Creates a new request message attachment.
Action
Write
Create Document
Creates a new document.
Action
Write
Create Project
Creates a new project.
Action
Write
Remove Project Member
Remove a project member.
Action
Write
Create Request
Creates a new request.
Action
Write
Update Company
Update an existing company content.
Action
Write
Update Contact
Update an existing contact content.
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search or write
- Search Value
  Required
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Severa and SuperOffice CRM to integrate crucial parts of your business

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Make work flow with AI

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Learn about AI automation

About Severa

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

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Related categories

Project Management

About SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.

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