Connect Clust and Evoliz

Both apps 62Clust 34Evoliz 28

• Trigger
  New Application Closed

  Triggers when an application is closed.

• Trigger
  New Application Created

  Triggers when a new application is created.

• Trigger
  New Application Late

  Triggers when an application passes its deadline.

• Trigger
  New Application Progress Stage Changed

  Triggers when an application moves to a different stage.

• Trigger
  New Application Submitted

  Triggers when an application is submitted.

• Trigger
  New Contact

  Triggers when a contact is created.

• Trigger
  New or Updated Application

  Triggers when an application is created or changed.

• Trigger
  New or Updated Application Item

  Triggers when an item of the chosen application is added or changes status (submitted, approved, completed).

• Action
  Approve Application Item

  Approves an application item.

• Action
  Assign a New Stakeholder to Role

  Adds a stakeholder to a role on an existing application.

• Action
  Close Application

  Closes an application.

• Action
  Create Application

  Creates an application from a template and invites the contact to fill it in.

• Action
  Create Company

  Creates a company.

• Action
  Create Contact

  Creates a contact.

• Action
  Create Tag

  Creates a tag.

• Action
  Delete Application

  Deletes an application.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Find Applications

  Returns applications matching a status, contact email, external ID or keyword.

• Action
  Find Companies

  Returns companies matching a keyword.

• Action
  Find Contacts

  Returns contacts matching an email or keyword.

• Action
  Get Application

  Returns one application by ID.

• Action
  Get Application Item

  Returns one application item with its content.

• Action
  Get Company

  Returns one company by ID.

• Action
  Get Contact

  Returns one contact by ID.

• Action
  Get Template

  Returns one application template by ID.

• Action
  List Application Items

  Returns the items (documents, forms, tasks) of an application.

• Action
  List Tags

  Returns the team's tags.

• Action
  List Team Members

  Returns the team's users.

• Action
  List Templates

  Returns the application templates.

• Action
  Reopen Application

  Reopens a closed application.

• Action
  Submit Application

  Submits an application on the client's behalf.

• Action
  Update Application

  Updates an application's title, stage, deadline, external ID or contact details.

• Action
  Update Contact

  Updates a contact.

• Action
  Update Form Field

  Sets the answer of one field in a form item of an application.

• 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.