Cognito Forms integration with Visma Severa
How to Create new Visma Severa activities from updated Cognito Forms entries
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new Visma Severa activities from updated Cognito Forms entries" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Visma Severa integrations
Visma Severa actions
Nekton can use any feature that is available in Visma Severa API.
Using our advanced AI, you can easily create custom automations for Visma Severa.
Here are some typical actions you can do in your automated workflows.
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 given status
Create Project
Creates a new Project.
Search Customers
Search Customers by customer number, email or name
Search Projects
Search Projects by project number
About Visma Severa
Visma Severa is a modern and visual professional services automation (PSA) tool that brings together CRM, work hour entries, projects and invoicing.