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Automate when something happens in visma severa
Login -> Create new flow -> Select trigger -> Search visma severa -> Choose the trigger from the list
Take action in visma severa when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search visma severa -> Choose the action from the list
Trigger
Action
See how visma severa integrates with popular apps to automate tasks and streamline your workflow.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
Common automations include creating projects from qualified leads, importing approved timesheets as Severa work hour entries, auto-generating and sending invoices when work is completed, syncing customers with your CRM, and exporting invoices to accounting. Each automation removes manual steps that slow billing and reporting.
No. viaSocket connects to Visma Severa using its API but provides prebuilt actions and visual mapping so non-technical teams can configure workflows without coding. Advanced teams can add custom API calls if needed.
viaSocket can call AI services to extract structured data from emails, classify support or sales requests, summarize project status, or pull hours from chat/calendar text. That AI output can then trigger Severa actions—for example, auto-creating a project from an email and populating timesheet details—reducing manual data entry.
Typical, straightforward workflows (lead-to-project, time sync, invoice send) can be configured and tested in 1–3 days. More complex automations involving multiple systems or custom data mappings may take longer.
Yes. viaSocket uses encrypted API connections and stores only the credentials and minimal mapping metadata needed for your workflows. Access controls let you restrict who can change automations. If you have specific compliance requirements, we can review them during setup.
Visma Severa is a modern and visual professional services automation (PSA) tool that brings together CRM, work hour entries, projects and invoicing.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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