Connect Evoliz to Dwolla

Both apps 47Evoliz 28Dwolla 19

• 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 beneficial owner

  Adds a beneficial owner (an individual owning 25% or more) to a verified business customer, identified by SSN for US owners or by passport for non-US owners.

• Action
  Add customer

  Creates a Dwolla customer — receive-only, unverified, verified personal, or verified business.

• Action
  Add document

  Uploads an identity verification document (passport, license, ID card) for a Dwolla customer.

• Action
  Add funding source

  Creates a bank account, virtual account number or debit card funding source for a Dwolla customer.

• Action
  Add mass payment

  Creates a mass payment that sends up to 5,000 individual payments from one Dwolla funding source in a single batch.

• Action
  Add transfer

  Initiates a Dwolla transfer of money from one funding source to another, returning the new transfer's id and link.

• Action
  Cancel transfer

  Cancels a pending Dwolla transfer and returns the updated transfer.

• Action
  Delete funding source

  Removes a bank or debit card funding source in Dwolla. The funding source is soft deleted and stays readable, marked as removed.

• Action
  Find customers

  Searches Dwolla customers by name, business name or email, optionally filtered by verification status.

• Action
  Get customer

  Returns a Dwolla customer's details, including name, email, type and verification status.

• Action
  Get funding source

  Returns a Dwolla funding source (bank account or balance) by its ID, including its type, status and bank details.

• Action
  Get funding source balance

  Returns the current balance of a Dwolla funding source — balance and total for a Dwolla balance, available and closing for a bank account, available for a settlement account.

• Action
  Get mass payment

  Returns a Dwolla mass payment by its ID, including its processing status (pending, processing or complete), creation date, totals and metadata.

• Action
  List beneficial owners

  Returns all beneficial owners associated with a business verified Dwolla customer.

• Action
  List documents

  Returns all identity verification documents submitted for a Dwolla customer, including their type, review status and verification result.

• Action
  List events

  Returns the recent events (state changes to customers, transfers, funding sources and more) in your Dwolla application, newest first.

• Action
  List funding sources

  Returns all funding sources for a Dwolla customer, including bank accounts, debit cards and the Dwolla balance, with their verification status.

• Action
  List transfers

  Returns the transfers for a Dwolla customer, optionally filtered by amount range, date range, status, correlation ID or a name/email search.

• Action
  Update customer

  Updates a Dwolla customer's information, upgrades or retries verification, or suspends, deactivates or reactivates the customer.

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