Connect Act! and Evoliz

Both apps 58Act! 30Evoliz 28

• Trigger
  Contact Updated

  Triggers when an Act! contact is created or updated.

• Trigger
  New Company

  Triggers when a new company is created in Act!.

• Trigger
  New Contact

  Triggers when a new contact is created in Act!.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Act!.

• Action
  Add Activity

  Schedules an activity (call, meeting or to-do) in Act!, optionally linked to a contact.

• Action
  Add Company

  Creates a new company in Act!.

• Action
  Add Contact

  Creates a new contact in your Act! database.

• Action
  Add Group

  Creates a new group in Act!.

• Action
  Add History

  Records a history item (a logged interaction) in Act!, optionally on a contact.

• Action
  Add Note

  Adds a note in Act!, optionally attached to a contact.

• Action
  Add Opportunity

  Creates a new sales opportunity in Act!.

• Action
  Delete company

  Deletes an existing company from your Act! database.

• Action
  Delete Contact

  Deletes an Act! contact by its ID.

• Action
  Delete group

  Deletes an existing group in Act!.

• Action
  Delete note

  Deletes an existing note in Act!.

• Action
  Delete opportunity

  Deletes an opportunity from your Act! database.

• Action
  Find Company

  Finds companies in Act! by exact name.

• Action
  Find Contact

  Finds contacts in Act! by email address.

• Action
  Find Group

  Finds groups in Act! by exact name.

• Action
  Get company

  Returns a single Act! company by its ID, including its addresses, contact details and custom fields.

• Action
  Get Contact

  Returns one Act! contact by its ID.

• Action
  Get group

  Returns a single Act! group by its ID, including its name, description, address, contact count and custom fields.

• Action
  Get opportunity

  Returns a single Act! opportunity by its ID, including its stage, status, totals, associated contacts, companies and groups, and custom fields.

• Action
  List companies

  Returns the companies in your Act! database, optionally filtered and sorted.

• Action
  List contacts

  Returns contacts from your Act! database, optionally filtered and sorted.

• Action
  Update company

  Updates an existing company in Act!, changing only the fields you fill in.

• Action
  Update Contact

  Updates the fields you supply on an existing Act! contact.

• Action
  Update group

  Updates an existing Act! group's name, description, parent group, privacy, record manager, address or custom fields. Fields left blank are not changed.

• Action
  Update note

  Updates an existing Act! note's text, type, display date, privacy, or linked contacts, companies, groups and opportunities. Fields left blank keep their current values.

• Action
  Update Opportunity

  Updates the fields you supply on an existing Act! opportunity.

• Trigger
  New Account

  Triggered when a new accounting account is created in Evoliz.

• Trigger
  New Article

  Triggered when a new article is created in your Evoliz catalog.

• Trigger
  New Client

  Triggered when a new client is created

• Trigger
  New Client Contact

  Triggered when a new client contact is created.

• Trigger
  New Event

  Triggered when a new event (a document or contact being created, updated, sent, accepted, invoiced, deleted and so on) is recorded in Evoliz.

• Action
  Create Account

  Creates a new accounting account (accounting classification) in Evoliz.

• Action
  Create Article

  Creates a Article

• Action
  Create Client

  Creates a Client

• Action
  Create Contact Client

  Creates a Contact Client

• Action
  Create Contact Prospect

  Creates a new contact attached to an existing prospect in Evoliz.

• Action
  Create Expense

  Creates a purchase (expense) in Evoliz for a supplier, with its total and one or more classified amount lines.

• Action
  Create Invoice

  Creates a new draft invoice in Evoliz for a client. Totals, margins and VAT are calculated by Evoliz.

• Action
  Create Prospect

  Creates a Prospect

• Action
  Create Quote

  Creates a Quote

• Action
  Create Sale Order

  Create a new draft sale order for a client in Evoliz. Totals, margins and VAT-inclusive amounts are calculated by Evoliz.

• Action
  Find Article

  Finds an Article

• Action
  Find Client

  Returns up to 100 clients that match the search text; the first match is also returned on its own.

• Action
  Find Contact Client

  Returns up to 100 client contacts that match the specified search text, email, or client.

• Action
  Find Supplier

  Finds a Supplier

• Action
  Find User

  Finds users of your Evoliz company whose details match the search text.

• Action
  Get Contact Prospect

  Returns one Evoliz prospect contact by its ID, with the contact's name, email, phone numbers, consent and the prospect it belongs to.

• Action
  Get Expense

  Returns one Evoliz purchase (expense) by its ID, with its supplier, label, dates, totals, status and amount lines.

• Action
  Get Prospect

  Returns one Evoliz prospect by its ID, with its name, type, address, phone numbers and business identifiers.

• Action
  Invoice Quote

  Creates a complete invoice from an existing Evoliz quote (full invoicing of the quote).

• Action
  Invoice Sale Order

  Create a new invoice from an existing Evoliz sale order.

• Action
  Send Quote

  Emails a quote to one or more recipients with a link to the document (and optionally the PDF attached).

• Action
  Update Article

  Updates an existing article in the Evoliz catalog. Only the fields you fill in are changed.

• Action
  Update Client

  Updates an existing client. Replaces only data that is set.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.