Connect Avaza and Karlia

Both apps 131Avaza 72Karlia 59

• Trigger
  Company Updated

  Triggers when a company is updated in Avaza, delivering a snapshot of the company.

• Trigger
  Contact Updated

  Triggers when a contact is updated in Avaza.

• Trigger
  Estimate Deleted

  Triggers when an estimate (quote) is deleted in Avaza.

• Trigger
  Estimate Updated

  Triggers when an estimate (quote) is updated in Avaza.

• Trigger
  Expense Deleted

  Triggers when an expense is deleted in Avaza.

• Trigger
  Expense Updated

  Triggers when an expense is updated in Avaza.

• Trigger
  Invoice Sent

  Triggers when an invoice is sent (or marked as sent) in Avaza.

• Trigger
  Invoice Update

  Triggers when an invoice is updated in Avaza.

• Trigger
  New Bill Created

  Triggers when a new supplier bill is created in Avaza.

• Trigger
  New Company

  Triggers when a new company is created in Avaza.

• Trigger
  New Contact

  Triggers when a new contact is created in Avaza.

• Trigger
  New Estimate Created

  Triggers when a new estimate (quote) is created in Avaza.

• Trigger
  New Expense Created

  Triggers when a new expense is created in Avaza.

• Trigger
  New Invoice Created

  Triggers when a new invoice is created in Avaza.

• Trigger
  New Project

  Triggers when a new project is created in Avaza.

• Trigger
  New Schedule Series Created

  Triggers when a schedule series (a project booking or leave) is created in Avaza.

• Trigger
  New Task Created

  Triggers when a new task is created in Avaza.

• Trigger
  New Timesheet Entry

  Triggers when a timesheet entry is created in Avaza.

• Trigger
  Project Updated

  Triggers when a project is updated in Avaza.

• Trigger
  Schedule Series Deleted

  Triggers when a schedule booking or leave series is deleted in Avaza.

• Trigger
  Schedule Series Updated

  Triggers when a schedule series (a project booking or leave) is updated in Avaza.

• Trigger
  Task Deleted

  Triggers when a task is deleted in Avaza.

• Trigger
  Task Updated

  Triggers when a task is updated in Avaza.

• Trigger
  Timesheet Entry Deleted

  Triggers when a timesheet entry is deleted in Avaza.

• Trigger
  Timesheet Entry Updated

  Triggers when a timesheet entry is updated in Avaza.

• Action
  Create Bill

  Creates a new draft supplier bill in Avaza, optionally creating the supplier company and contact if no match is found.

• Action
  Create Bill Payment

  Records a payment made to a supplier, optionally allocating it against one or more bills.

• Action
  Create Company

  Creates a new customer company in Avaza with billing address, contact details and custom field values.

• Action
  Create Contact

  Creates a new contact in Avaza, optionally linked to an existing or new company.

• Action
  Create Estimate / Quote

  Creates a new draft estimate (quote) for a customer, optionally creating the customer company and contact if no match is found.

• Action
  Create Expense

  Creates a new expense entry in Avaza for a user, with a date, amount and expense category, optionally linked to a customer, project or task.

• Action
  Create Invoice

  Creates a new draft invoice for a customer company, with line items. Can create the customer company and contact if no matching company is found.

• Action
  Create Invoice Payment

  Records a customer payment in Avaza, optionally allocating it against one or more invoices.

• Action
  Create Project

  Creates a new project in Avaza under an existing customer company, or under a new company created from the name you give.

• Action
  Create Schedule Booking

  Creates a project work schedule booking for a user over a date range, with hours per day or a total duration.

• Action
  Create Section

  Creates a new section (task group) within an Avaza project.

• Action
  Create Task

  Creates a new task in an Avaza project section, optionally assigning users, dates, priority, effort, tags and custom field values.

• Action
  Create Timesheet Entry

  Creates a timesheet entry in an Avaza project, or starts a timer when no duration is given.

• Action
  Delete Estimate

  Deletes an estimate (quote) in Avaza. Estimates converted to an invoice cannot be deleted.

• Action
  Delete Schedule or Leave Series

  Deletes a schedule booking or leave series, along with all of its daily schedule assignments.

• Action
  Delete Section

  Deletes a section (task group) from a project. Sections that still contain tasks cannot be deleted.

• Action
  Delete Task

  Deletes a task, along with its subtasks and comments, from an Avaza project.

• Action
  Delete Timesheet

  Deletes a timesheet entry in Avaza by its Timesheet Entry ID.

• Action
  Get Bill

  Returns a single supplier bill by its ID, including line items, supplier and recipient address details, amounts, status and web links.

• Action
  Get Contact

  Returns a single external contact by its Contact ID, including company, contact details, roles and custom field values.

• Action
  Get Estimate

  Returns a single estimate (quote) by its ID, including line items, status, amounts, issuer/recipient details and web links.

• Action
  Get Project

  Returns a project's full details, including its sections, team members, tags and custom field values.

• Action
  Lookup Company

  Finds companies in Avaza whose name matches the search text and returns their IDs and names.

• Action
  Lookup Expense Category

  Finds an expense category in your Avaza account by its name and returns its id and unit price settings.

• Action
  Lookup Project

  Finds active projects by title, project code, or customer company and returns their ids, codes and titles.

• Action
  Lookup Project Timesheet Category

  Looks up the timesheet categories assigned to a project, optionally matching one by name.

• Action
  Lookup Task

  Returns a task by its ID, including project, section, assignees, dates, status, priority, tags, time tracking and custom field values.

• Action
  Lookup User

  Finds Avaza users (team members and customer contacts) by email address, with optional filters for role, tag and company. Returns the first match and the full list of matches.

• Action
  Mark Invoice as Sent

  Flags a draft invoice as Sent without emailing it to the customer.

• Action
  Reterive Task Comments

  Returns the comments and discussion messages on an Avaza task, including replies, attachments and system messages.

• Action
  Search Expenses

  Returns expense entries matching a search on merchant or category name, with optional filters for date range, user, customer, project, chargeable/invoiced status and approval status.

• Action
  Search Invoice

  Searches invoices by status, customer company, issue date, due date or last-updated date, and returns the matching invoices with their line items.

• Action
  Search Project

  Searches projects by title, company, category, owner, status, billing or budget type, tags and dates, and returns the matching projects.

• Action
  Search Task

  Searches tasks, filtering by project, section parent, status, priority, due date range, assigned user, completion state and last-updated date.

• Action
  Search Timesheets

  Searches timesheet entries, filtered by date range, user, project, customer, task, category, billable/invoiced and approval status.

• Action
  Stop Timer

  Stops the running timer on an existing timesheet entry, adding the elapsed time to its duration.

• Action
  Update Company

  Updates an existing Avaza company. Only the fields named in Fields To Update are changed.

• Action
  Update Contact

  Updates an existing customer contact in Avaza — name, email, phone, mobile, position title, time zone, portal roles and custom field values. Only the fields you fill in are changed.

• Action
  Update Estimate

  Updates an existing draft or sent estimate (quote) in Avaza, changing only the fields you list. Accepted, converted or void estimates cannot be updated.

• Action
  Update Expense

  Updates an existing Avaza expense entry. Only the fields you list in Fields To Update are changed.

• Action
  Update Invoice

  Updates an existing draft invoice in Avaza. Only the fields you list in Fields To Update are changed.

• Action
  Update Project

  Updates an existing Avaza project. Only the fields named in Fields To Update are changed.

• Action
  Update Project Member

  Updates a project member's rates, budget, or permissions on an Avaza project. Only the fields named in Fields To Update are changed.

• Action
  Update Project Timesheet Category

  Updates a timesheet category's settings on a project, such as billable status, hourly rate, cost rate and budget hours.

• Action
  Update Schedule Booking

  Updates an existing project work schedule booking in Avaza, such as its user, project, dates or hours.

• Action
  Update Task

  Updates an existing Avaza task. Only the fields you fill in are changed; blank fields keep their current values.

• Action
  Update Timesheet Entry

  Updates an existing timesheet entry in Avaza, changing only the fields you list as fields to update.

• Trigger
  Delete Equipment

  Triggers when an equipement is deleted.

• Trigger
  Delete Event

  Triggers when an event is deleted.

• Trigger
  Delete Note

  Triggers when a note is deleted.

• Trigger
  Delete Opportunity

  Triggers when an opportunity is deleted.

• Trigger
  Delete Product

  Triggers when a product is deleted.

• Trigger
  Delete Project

  Triggers when a project is deleted.

• Trigger
  Delete Project Subtask

  Triggers when a project subtask is deleted.

• Trigger
  Delete Project Task

  Triggers when a project task is deleted.

• Trigger
  Delete Task

  Triggers when a task is deleted.

• Trigger
  Delete Ticket

  Triggers when a ticket is deleted.

• Trigger
  Delete Time

  Triggers when a time is deleted.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Equipment

  Triggers when a new equipment is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Product

  Triggers when a new product is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Project Subtask

  Triggers when a new project subtask is created.

• Trigger
  New Project Task

  Triggers when a new project task is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Ticket

  Triggers when a new ticket is created.

• Trigger
  New Time

  Triggers when a new time is created.

• Action
  Create Contact

  Adds a new contact to a Karlia customer or supplier.

• Action
  Create Customer

  Create a Customer.

• Action
  Create Event

  Create an Event.

• Action
  Create Note

  Creates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.

• Action
  Create Opportunity

  Create an Opportunity.

• Action
  Create Product

  Create a Product.

• Action
  Create Project Subtask

  Creates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.

• Action
  Create Project Task

  Creates a task inside a Karlia project.

• Action
  Create Supplier

  Create a Supplier.

• Action
  Create Task

  Create a Task.

• Action
  Create Ticket

  Creates a ticket in a Karlia ticketing pipeline.

• Action
  Create Time

  Create a Time.

• Action
  Delete Equipment

  Deletes a piece of equipment from Karlia.

• Action
  Delete Event

  Delete an event (calendar appointment) in Karlia.

• Action
  Delete Note

  Delete a note in Karlia by its ID.

• Action
  Delete Opportunity

  Deletes an opportunity.

• Action
  Delete Product

  Delete a product in Karlia.

• Action
  Delete Project

  Delete a project in Karlia.

• Action
  Delete Project Subtask

  Deletes a subtask from a project task in Karlia.

• Action
  Delete Project Task

  Deletes a task from a Karlia project.

• Action
  Delete Task

  Delete a task in Karlia.

• Action
  Delete Ticket

  Deletes a ticket in Karlia by its ID.

• Action
  Delete Time

  Delete a time entry in Karlia.

• Action
  Find Contact

  Returns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).

• Action
  Find Customer

  Returns the Karlia customers that match the search criteria you supply, plus the first match on its own.

• Action
  Find Supplier

  Returns the Karlia suppliers that match the specified search criteria.

• Action
  Get Contact

  Show contact details

• Action
  Get Customer

  Show customer details

• Action
  Get Opportunity

  Show opportunity details

• Action
  Get Product

  Show product details

• Action
  Get Project Subtask

  Returns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.

• Action
  Get Supplier

  Show supplier details

• Action
  Get Ticket

  Retrieve one Karlia ticket by its ID.

• Action
  Get Time

  Get one time entry from Karlia by its ID.

• Action
  List Projects

  Lists the projects in your Karlia account.

• Action
  List Project Tasks

  Lists the tasks of one Karlia project.

• Action
  List Webhook Events

  Lists the event names a Karlia webhook can subscribe to.

• Action
  Update/Create Customer

  Updates a Karlia customer when a Customer ID is given; otherwise creates a new customer.

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