Overview
Project and time data, without manual reporting.
Severa is a widely used PSA (professional services automation) platform for project-based businesses. Connecting it to Introist means project and time-tracking data is available for reporting and automation without anyone exporting spreadsheets by hand.
How It Works
Read project and time data directly from the source.
Introist connects to Severa using a client ID and secret, and reads project and time entry data directly from its API. Introist listens for events like a time entry being submitted or a project being closed — so downstream workflows and reports always reflect what’s actually happening in Severa.
Data
What Introist can pull from Severa
Projects
- Project name, client, and status
- Project phase and budget
- Assigned project manager
- Custom project fields configured in Severa
Time tracking
- Logged hours by user, project, and task
- Billable / non-billable status
- Time entry approval status
Triggers
Triggers available per project stage
- 1
Project Created
A new project is set up in Severa.
- New project created in Severa
- 2
Time Entry
Hours are logged and submitted against a project.
- Time entry logged
- Time entry submitted for approval
- 3
Time Entry Approved
A submitted time entry is reviewed.
- Time entry approved
- Time entry rejected
- 4
Project Closed
A project reaches completion.
- Project marked as closed
Getting Started
Set up once, then let it run.
Introist connects to Severa using a client ID and secret, scoped to the data needed for the workflows you enable. Most customers start with time-entry and project-status automation.