Connect Parallel and Severa

Both apps 34Parallel 19Severa 15

• Trigger
  Parallel Event

  Triggers when a new parallel is created.

• Action
  Add contact

  Creates a contact in your Parallel organization.

• Action
  Comment on a Parallel

  Posts a general comment on a parallel.

• Action
  Create Draft

  Creates a draft parallel from a template.

• Action
  Delete parallel

  Deletes a parallel, optionally even when it is shared with other users.

• Action
  Delete profile

  Permanently deletes a profile. The profile must already be closed or scheduled for deletion.

• Action
  Export Parallel

  Exports a parallel's replies and returns a temporary download link.

• Action
  Find a Parallel

  Returns a parallel by its ID.

• Action
  Get contact

  Returns a contact's details, including name and email.

• Action
  List contacts

  Returns the contacts in your Parallel organization.

• Action
  List parallel recipients

  Returns the recipients a parallel has been sent to, with each recipient's contact, status and reminder details.

• Action
  List profiles

  Returns the profiles in your Parallel organization, optionally filtered by name, profile type or status.

• Action
  List templates

  Returns the list of Parallel templates you have access to, optionally filtered by tags.

• Action
  List users

  Returns the members (users) of your Parallel organization.

• Action
  Remind parallel recipient

  Sends a reminder email to a recipient of a parallel asking them to complete it, optionally with a custom message.

• Action
  Rename Parallel

  Renames a parallel.

• Action
  Send a Parallel

  Sends a parallel to one recipient by email.

• Action
  Send Multiple

  Sends a parallel to several recipients at once.

• Action
  Tag Parallel

  Adds a tag to a parallel.

• Trigger
  New Phase Is Created

  Triggered when a new phase is created in Severa, optionally limited to a phase code or specific projects.

• Trigger
  New Project Is Created

  Triggers when a new project is created in Severa.

• Trigger
  Phase Status Change

  Triggers when a phase's status changes in Severa, including the status a new phase starts with.

• Trigger
  Project Status Change

  Triggers when a project's status changes in Severa. Returns the project with its new status.

• Action
  Create Activity

  Creates an activity (calendar entry, task, sales event or absence) in Severa.

• Action
  Create Address for Customer

  Creates a new address on a Severa customer and returns the created address.

• Action
  Create Contact for Customer

  Creates a contact person under an existing Severa customer and returns the new contact.

• Action
  Create Customer

  Creates a customer in Severa, including any customer custom property values you set, and returns the new customer.

• Action
  Create Phase

  Creates a new phase under a project's phase hierarchy in Severa.

• Action
  Create Project

  Creates a new project in Severa for a customer, with its owner and optional sales, billing and scheduling details.

• Action
  Search Customer Contacts

  Searches a customer's contact persons by name, phone number or email address, returning up to 100 matching contacts.

• Action
  Search Customers

  Searches Severa customers by name, email, customer number, VAT or KVK number, owner, status or change date and returns the matching customers.

• Action
  Search Invoices

  Searches Severa invoices by customer, project, status, number, reference number, dates or totals and returns the matching invoices.

• Action
  Search Projects

  Returns the projects that match the criteria you specify, such as project number, customer, status, owner or change date.

• Action
  Update Invoice Status

  Changes the status of an existing invoice in Severa (for example to sent or paid).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.