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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 Conversation" from Metaview.

Add your action

An action happens after the trigger—such as "Create Activity" in Severa.

You’re connected!

Zapier seamlessly connects Metaview and Severa, 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.

- copy2
- Trigger on
  Required
- Private
  Required
- Label
  Required
- copy
- Trigger automatically when AI Notes are generated?
  Required
Trigger
Instant
Try It
- Conversation ID
  Required
- Property name
  Required
- Property type
  Required
- Copy
Action
Write
- Conversation ID
  Required
- Property name
  Required
Action
Search
- 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

- Trigger on
  Required
- Property name
Trigger
Instant
Try It
- Conversation ID
  Required
Action
Search
- 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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect Metaview and Severa to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Metaview to Severa integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Metaview

Metaview writes your recruiting notes for you so you can save time and focus on high-quality interactions with candidates and hiring teams.

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Related categories

HR Talent & Recruitment

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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