With the Zapier integration, you can connect Severa to over 4,000 other applications through automated actions. It acts as a bridge that eliminates manual work and ensures that information flows automatically to where it is needed.
What is Zapier and how does it work?
With Zapier, you build Zaps – automated workflows between applications. A Zap consists of two parts:
- Trigger: An event that initiates the automation. For example: Project status changes in Severa.
- Action: What happens automatically after the trigger. For example: A notification is created on a Slack channel about the project status change.
Popular applications alongside Severa
You can enhance information flow by connecting Severa to the following favourite applications:
- Communication: Slack
- Project management and marketing: Mailchimp
- Lead management: Pipedrive
How to activate the integration
Zapier can be activated using Severa's REST API. The REST API is part of Severa's Business, Platinum, and Enterprise editions. There are no additional costs for using the integration from Severa's side.
The customer must have their own agreement for using Zapier before building the integration, and Zapier charges for its service according to its price list. Check Zapier's pricing on their website.
1. Activate the API
Zapier integrations utilize Severa's versatile REST API. The main user must first activate the API directly in Severa from the gear icon Subscription > Integrations > REST API. Once you have enabled the API, you can create the necessary REST API client credentials for the Zapier connection. See detailed instructions for creating REST API client credentials.
2. Register with Zapier and start using it
Register with the Zapier service and find Severa in the application menu. Build your first Zap and set the desired triggers and actions with a few clicks.
Zapier software support is provided by Zapier. For questions related to the REST API, you can contact Severa's customer service directly.
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