Connect EasyBroker and Evoliz

Both apps 41EasyBroker 13Evoliz 28

• Trigger
  New Contact

  Triggered when a new contact is created in your EasyBroker organization.

• Trigger
  New Contact Request

  Triggers when a new contact request is received in EasyBroker, optionally only for one property.

• Trigger
  New property

  Triggered when a new property is added to your EasyBroker account, optionally limited to the types, statuses, prices and sizes you choose.

• Action
  Add property

  Creates a new property listing in your EasyBroker account, which is then published to your connected apps.

• Action
  Create Contact Request

  Creates or updates a lead in EasyBroker, optionally interested in a given property.

• Action
  Get Contact

  Returns the full details of a contact in your EasyBroker account, including emails, phones, addresses, tags, status and assigned agent.

• Action
  Get Contact Requests

  Returns the contact requests (leads) in your EasyBroker account, optionally limited to a date range or a single property.

• Action
  Get Property

  Returns the full details of a property in your EasyBroker account, including location, operations and prices, images, features and agent.

• Action
  List collaborations

  Returns the agencies, groups and associations your EasyBroker organization collaborates with.

• Action
  List contacts

  Returns the contacts in your EasyBroker organization, optionally filtered by dates, status, probability, tag, agent, office or source.

• Action
  List properties

  Returns the properties in your EasyBroker organization, optionally filtered by type, status, operation, price, size and update date.

• Action
  List users

  Returns the active users (agents) in your EasyBroker organization.

• Action
  Update contact

  Updates an existing EasyBroker contact and returns the updated record. Only the fields you fill in are changed.

• 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.