Connect Evoliz and Feathery

Both apps 41Evoliz 28Feathery 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.

• Trigger
  Data Received

  Triggers when an end user submits or updates data on a Feathery form.

• Trigger
  Form Completion

  Triggers when an end user completes a Feathery form.

• Action
  Create Hidden Field

  Creates a hidden field in your Feathery account.

• Action
  Create or Fetch User

  Creates a Feathery end user with the given ID, or returns the existing user, including its SDK key.

• Action
  Create or Update Submission

  Sets field values for a Feathery user and initializes submissions on the given forms.

• Action
  Delete User

  Deletes a Feathery end user and their submissions.

• Action
  Get User Field Data

  Returns every field value a Feathery user submitted across forms.

• Action
  Get User Form Session

  Returns a Feathery user's form session: every form they are working on and their progress.

• Action
  List Document Templates

  Returns document templates uploaded by your Feathery team, optionally filtered by name or tags.

• Action
  List Forms

  Returns your Feathery forms, optionally filtered by tags or active status.

• Action
  List Form Submissions

  Returns submissions for a Feathery form, optionally filtered by user, completion and update time.

• Action
  List Hidden Fields

  Returns all hidden fields in your Feathery account.

• Action
  List Users

  Returns your Feathery end users, optionally filtered by creation time or a field value.

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