How to Get Started with Visma Severa on Zapier

About Visma Severa's Integration

What kind of authentication does Visma Severa use?

Visma Severa uses API.

Do I need a paid Visma Severa account to use Visma Severa with Zapier?

You need a paid Visma Severa plan to use Visma Severa with Zapier.

Do I need special account permissions in Visma Severa to use Visma Severa with Zapier?

You need to be a Visma Severa administrator to activate the REST API and create API keys.

Are there any API token limits in Visma Severa when I use Visma Severa with Zapier?

Yes, you can only use 1 active Visma Severa token with Zapier.

Are there any webhook subscription limits in Visma Severa when I use Visma Severa with Zapier?

Visma Severa doesn't have any webhook subscription limits when you use Visma Severa with Zapier.

Are custom fields in Visma Severa supported when I use Visma Severa with Zapier?

Yes, Visma Severa supports custom fields.

Does Visma Severa use real trigger samples from my Visma Severa account?

No, Visma Severa does not provide real trigger samples from your Visma Severa account. Only generic samples are provided.

What kind of Visma Severa hosted account can I use with Zapier?

Visma Severa's Zapier integration supports self-hosted accounts only.

Connecting with Visma Severa

When you create a Visma Severa Zap, you'll be asked to enter your Visma Severa API key.

Note

An administrator must request REST API access from Visma Severa customer support first.

To locate your API Key in your Visma Severa account, please follow these steps:

1. Login into Visma Severa.
2. Click the wheel icon from the top navigation.
3. In Settings, select REST API.
4. Click Create client credentials.
5. Enter the required details and scopes:

• activities: read
• activities: write
• settings: read
• users: read
• projects: read
• projects: write
• customers: read
• customers: write
• invoices: read
• invoices: write

6. Click Save.
7. Copy your client ID and client secret.

Paste your client ID and client secret back into your Zapier account and click Continue.

If all steps were successful, your Visma Severa account will be connected.