Connect ClickMeeting and Evoliz

Both apps 48ClickMeeting 20Evoliz 28

• Trigger
  New Attendee

  Triggers when a new attendee appears in a ClickMeeting event session.

• Trigger
  New Recording

  Triggers when a new event recording is available in your ClickMeeting account.

• Trigger
  New Registrant

  Triggers when a person registers for the chosen ClickMeeting event.

• Trigger
  New Upcoming Event

  Triggers when a new active meeting or webinar room appears in your ClickMeeting account.

• Action
  Add New Registrant

  Registers a person for a ClickMeeting event and returns their personal entry URL.

• Action
  Add or Update Contact

  Adds a contact to your ClickMeeting account, or updates it if the email address already exists.

• Action
  Create Auto-Login Hash

  Creates an auto-login hash that lets a person enter a ClickMeeting room directly; append it to the room URL as ?l=hash.

• Action
  Create New Event

  Creates a new ClickMeeting meeting or webinar room and returns its ID and room URL.

• Action
  Delete Event

  Permanently deletes a ClickMeeting meeting or webinar room.

• Action
  Delete recording

  Deletes a single recording from a ClickMeeting event room.

• Action
  Generate Access Tokens

  Generates single-use access tokens for a token-protected ClickMeeting room.

• Action
  Get Event

  Returns one ClickMeeting meeting or webinar room by its ID.

• Action
  Get session

  Returns the details of one session of an event room, including its attendees, visitor counts and PDF report links.

• Action
  List events

  Returns the meeting and webinar rooms in your ClickMeeting account, either the active or the inactive ones.

• Action
  List files

  Returns every file in your ClickMeeting file library, with each file's name, type, conversion status and download link.

• Action
  List recordings

  Returns the recordings of a ClickMeeting event room, with each recording's duration, size, start time and download URL.

• Action
  List registrations

  Returns the people registered for an event room, either all registrations or only active ones.

• Action
  List session attendees

  Returns every attendee of a session in a ClickMeeting event room, with their email, nickname, role, device, rating and poll answers.

• Action
  List sessions

  Returns every session held in a ClickMeeting event room, with start and end times and visitor counts.

• Action
  Update Event

  Updates the settings of an existing ClickMeeting meeting or webinar room.

• 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.