Connect Evoliz to Clever Elements

Both apps 42Evoliz 28Clever Elements 14

• 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 list

  Creates a new subscriber list in your Clever Elements account, with an optional description.

• Action
  Add Subscriber

  Adds a subscriber to a Clever Elements subscriber list without double opt-in, optionally setting personalization fields. An existing subscriber's personalization fields are overwritten.

• Action
  Add subscriber field

  Creates a new subscriber (personalization) field in your Clever Elements account.

• Action
  Delete list

  Deletes a subscriber list from your Clever Elements account. Subscribers on the list are kept in the account.

• Action
  Delete subscriber

  Deletes a subscriber from your Clever Elements account by subscriber ID.

• Action
  Find subscriber by email

  Finds a subscriber by email address and returns their subscriber ID, personalization field values and the newsletters they have received.

• Action
  Get list details

  Returns one subscriber list's details by list ID: its name, description, and subscriber and unsubscriber counts. Fails if the list is not found.

• Action
  Get subscriber

  Returns a subscriber's subscription status on each list: the list ID with the times they subscribed and unsubscribed.

• Action
  List lists

  Returns every subscriber list in the Clever Elements account, with each list's ID and name.

• Action
  List subscriber fields

  Returns every subscriber personalization (custom) field defined in the Clever Elements account, with its ID, name, description and type.

• Action
  List subscribers

  Returns every subscriber on a Clever Elements list, with each subscriber's ID, email address and subscribe/unsubscribe times.

• Action
  Unsubscribe Subscriber From All List

  Unsubscribes a subscriber from every subscriber list in the Clever Elements account. The subscriber record itself is kept.

• Action
  Unsubscribe Subscriber From List

  Unsubscribes a subscriber from one Clever Elements list. The subscriber stays in the account and on any other lists.

• Action
  Update Subscriber

  Updates an existing subscriber's personalization fields in a Clever Elements list, identified by email address.

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