Connect Evoliz to Aryeo

Both apps 45Evoliz 28Aryeo 17

• 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.

• Action
  Add customer

  Creates a customer in Aryeo with an owner name and email, plus optional contact, team and branding details.

• Action
  Add customer user

  Creates a customer user in Aryeo, optionally adding them to an existing customer team or creating a new team for them.

• Action
  Add listing

  Creates a listing in Aryeo for an existing address, optionally assigning agents, orders and media sections.

• Action
  Cancel appointment

  Cancels an appointment in Aryeo, optionally notifying the order's customer.

• Action
  Create Address

  Creates a street address in Aryeo from coordinates and address parts, and returns the new address record.

• Action
  Create Appointment

  Creates a scheduled appointment on an existing Aryeo order, with a start and end time and optional assigned team members and order items.

• Action
  Create Order

  Creates an order in Aryeo, optionally attached to a customer, address and listing with product items.

• Action
  Get appointment

  Returns a single appointment by its ID, including its status, schedule times and optionally related order, items and users.

• Action
  Get listing

  Returns a single real estate listing by its ID, including address, price, building, lot, and optionally agents, media, and orders.

• Action
  Get order

  Returns a single Aryeo order, including its status, payment and fulfillment details, totals and custom fields.

• Action
  List appointments

  Returns appointments in your Aryeo account, optionally filtered by status, timeframe, start date range or assigned user.

• Action
  List customers

  Returns the customers of your Aryeo company, optionally filtered by name, email, email domain, phone, search text or customer team.

• Action
  List customer users

  Returns the customer users in your Aryeo account, optionally filtered by search text, team or pricing plan.

• Action
  List listings

  Returns the real estate listings available to your Aryeo group, optionally filtered by search term, address, agent, status, price, size, rooms or delivery status.

• Action
  List orders

  Returns the orders in your Aryeo account, optionally filtered by search term, payment or fulfillment status, appointment dates, creator, tags or assigned users.

• Action
  Update appointment

  Updates an Aryeo appointment's time, duration, attached users, order items and assigned team members.

• Action
  Update listing

  Updates an existing Aryeo listing's title, description, status, MLS details, price and property facts.

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