Connect Evoliz to Fergus

Both apps 59Evoliz 28Fergus 31

• 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 Calendar Event

  Creates a new calendar event/booking.

• Action
  Add Contact

  Creates a new contact.

• Action
  Add Note

  Creates a new note against a record.

• Action
  Add Quote

  Creates a new draft quote on a Fergus job. Supported for jobs whose job type is Quote or Estimate.

• Action
  Add Task

  Creates a new task in Fergus, optionally linked to a job and assigned to employees.

• Action
  Archive Site

  Archives a site in Fergus. The site can later be restored.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Job

  Creates a job in Fergus — an active job, a draft job, or a variation of an existing job.

• Action
  Create Site

  Creates a new site.

• Action
  Delete Customer

  Deletes a Fergus customer by ID.

• Action
  Edit Draft Job

  Updates a draft job in Fergus. Only draft jobs can be edited; leave a field blank to keep its current value.

• Action
  Finalize Draft Job

  Finalises a draft job in Fergus, turning it into an active job.

• Action
  Find All Quotes

  Returns up to 100 quotes from across all jobs that match the specified status and date criteria.

• Action
  Find Customer

  Returns the customers whose name, or main or billing contact's name, email or phone, contains the search text.

• Action
  Find Site

  Finds sites by name, city, postal code, or free-text search. Returns the first page of matches (up to 10).

• Action
  Get Calendar Event

  Returns a single Fergus calendar event by its ID, including title, start/end times, event type, assigned user, linked job/job phase and recurrence details.

• Action
  Get Contact

  Returns a single Fergus contact (customer or site contact) by its ID, including name, position, company and contact items.

• Action
  Get Customer by ID

  Returns a Fergus customer by its ID.

• Action
  Get Customer Invoice

  Retrieves a customer invoice by ID.

• Action
  Get Job by ID

  Retrieves a specific job using its unique ID.

• Action
  Get Quotes for Job

  Returns all quotes for a Fergus job, optionally filtered by status.

• Action
  Get Site by ID

  Retrieves a specific site using its unique ID.

• Action
  List Contacts

  Lists contacts, with optional filtering.

• Action
  List Customer Invoices

  Lists customer invoices, with optional filtering.

• Action
  List Notes

  Returns the notes (with their replies) attached to a Fergus record.

• Action
  List Tasks

  Lists the company's tasks, optionally filtered by status, assigned employee, job, due date range or overdue state.

• Action
  Update Contact

  Updates an existing customer contact or site contact in Fergus.

• Action
  Update Customer

  Updates an existing customer's details.

• Action
  Update Quote

  Updates a draft quote on a Quote or Estimate job in Fergus: title, description and its sections with line items.

• Action
  Update Site

  Updates an existing site's details.

• Action
  Update Task

  Updates a task's description, due date, or assigned employees in Fergus. The job a task is linked to cannot be changed.

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