Connect Evoliz to Evernote

Both apps 41Evoliz 28Evernote 13

• 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
  Create Note

  Creates a new empty note in Evernote, optionally in a chosen notebook and with tags. Use Edit Note to add body content.

• Action
  Create Notebook

  Creates a new Evernote notebook.

• Action
  Create Tag

  Creates a new Evernote tag.

• Action
  Create Task

  Creates a task inside an Evernote note.

• Action
  Delete Note

  Moves an Evernote note to the trash.

• Action
  Edit Note

  Changes an Evernote note: renames it and/or appends, prepends or replaces part of its body.

• Action
  Get Note

  Returns one Evernote note by its ID, including title, body, notebook, tags, tasks and timestamps.

• Action
  Search Notebooks

  Finds Evernote notebooks by name, or lists all notebooks.

• Action
  Search Notes

  Finds Evernote notes using Evernote's search syntax and returns their IDs, titles and snippets.

• Action
  Search Tags

  Finds Evernote tags by name, or lists all tags.

• Action
  Search Tasks

  Finds Evernote tasks you own or are assigned to, filtered by status, due date, priority and text.

• Action
  Update Note Tags

  Adds and/or removes tags on one or more Evernote notes.

• Action
  Update Task

  Marks an Evernote task completed or open, or changes its label, due date, priority, flag or description.

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