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 to Retently
New Phase Is Created
Triggers when a new phase is created.New Project Is Created
Triggers when a new project is created.Phase Status Change
Triggers when a phase changes its status.Project Status Change
Triggers when a project changes its status.
Retently to Severa
Create Activity
Creates a new activity.Create Contact for Customer
Creates a new contact for a customer.Update Invoice Status
Updates the status of an invoice to a given status.Create Project
Creates a new project.Search Customers
Searches customers by customer number, email, or name.Search Projects
Searches projects by project number.Create Address for Customer
Creates a new address for a customer.Create Customer
Creates a new customer.Create Phase
Creates a new phase.Search Customer Contacts
Searches contacts of a given customer by identifying information.Search Invoices
Searches invoices by identifying invoice number or reference number information.Related blog posts
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