Connect Evoliz to EyeLevel.ai

Both apps 54Evoliz 28EyeLevel.ai 26

• 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 bucket

  Create a new bucket to hold documents.

• Action
  Add bucket to group

  Adds an existing bucket to an existing group. Buckets and groups can be associated many to many.

• Action
  Add document

  Uploads a file into an EyeLevel (GroundX) bucket for ingestion. Returns the ingest process id and its status; ingestion continues asynchronously.

• Action
  Add group

  Create a new group (collection of buckets).

• Action
  Add remote document

  Ingest a document hosted at a public URL into a GroundX bucket.

• Action
  Crawl website

  Crawl a website and ingest its pages as documents into a bucket.

• Action
  Delete bucket

  Delete a bucket.

• Action
  Delete document

  Deletes a single document from GroundX.

• Action
  Delete group

  Deletes a group in GroundX by its group ID.

• Action
  Find content by query

  Semantic search over ingested content chunks within a bucket/group for relevant passages.

• Action
  Find documents by ID

  Returns up to 20 documents associated with the specified process, bucket, or group ID.

• Action
  Find documents by query

  Searches the given documents for the content most relevant to a query, returning suggested LLM context and the matching chunks.

• Action
  Get bucket

  Retrieve a single bucket by ID.

• Action
  Get customer

  Get the EyeLevel (GroundX) account information associated with the connected API key, including subscription usage and limits.

• Action
  Get customer usage

  Get the total searches or file tokens used by the account over a time period.

• Action
  Get document

  Look up an existing GroundX document by its ID.

• Action
  Get document extract

  Look up the information GroundX extract has pulled from an existing document.

• Action
  Get document processing status

  Get the ingestion/processing status of a document by process ID.

• Action
  Get document X-Ray

  Retrieve the X-Ray (deep semantic parse) result for a document.

• Action
  Get group

  Retrieve a single group by ID.

• Action
  List buckets

  Lists the content buckets in your GroundX account.

• Action
  List groups

  List all groups in your GroundX account (up to 100 per call).

• Action
  Remove bucket from group

  Removes a bucket from a group without affecting the bucket's other group associations.

• Action
  Update bucket

  Rename an existing content bucket.

• Action
  Update document

  Update a document's metadata (e.g. searchData, fileName).

• Action
  Update group

  Rename an existing group.

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