Integrate Severa with Retently

Trigger NPS/CSAT surveys after project completion or significant project milestones, sync customer contact information for accurate survey distribution, and use feedback scores to improve project management processes and customer satisfaction.

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About Severa

Severa is a project management tool that facilitates the creation, updating, and tracking of projects, phases, and customer data. It allows users to manage invoices and contact information efficiently.

Severa logoRetently

Severa to Retently

1

New Phase Is Created

Triggers when a new phase is created.
2

New Project Is Created

Triggers when a new project is created.
3

Phase Status Change

Triggers when a phase changes its status.
4

Project Status Change

Triggers when a project changes its status.
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Retently to Severa

1

Create Activity

Creates a new activity.
2

Create Contact for Customer

Creates a new contact for a customer.
3

Update Invoice Status

Updates the status of an invoice to a given status.
4

Create Project

Creates a new project.
5

Search Customers

Searches customers by customer number, email, or name.
6

Search Projects

Searches projects by project number.
7

Create Address for Customer

Creates a new address for a customer.
8

Create Customer

Creates a new customer.
9

Create Phase

Creates a new phase.
10

Search Customer Contacts

Searches contacts of a given customer by identifying information.
11

Search Invoices

Searches invoices by identifying invoice number or reference number information.

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