Connect Evoliz to Folderit Dms

Both apps 48Evoliz 28Folderit Dms 20

• 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 entity tasks

  Creates tasks (approval, acknowledgement, e-signature, data fill or a custom method) for recipients on a Folderit file or folder. The same call can also update or delete existing tasks on that item.

• Action
  Add folder

  /v2/accounts/{accountUid}/folders - create a folder/section.

• Action
  Add group

  Creates a new user group in a Folderit account.

• Action
  Add share

  Shares a Folderit folder or file with a group, a user (by id or email address), or as a public link.

• Action
  Add tag

  Creates a new tag in a Folderit account, optionally nested under an existing parent tag.

• Action
  Add tags to file

  /v2/accounts/{accountUid}/files/{fileUid}/tags - add tags to a file.

• Action
  Add team user

  Adds a team user to a Folderit account: either an existing Folderit user (by user UID and email) or a brand-new user who is signed up with the given email and country.

• Action
  Delete file

  Deletes a file in Folderit (moves it to the recycle bin) and returns the deleted file's details.

• Action
  Delete folder

  /v2/accounts/{accountUid}/folders/{folderUid}.

• Action
  Find files

  Searches the files of a Folderit account by text and optional filters, returning the matching files.

• Action
  Get entity tasks

  Returns the tasks (approvals, acknowledgements, signatures, data-fill requests) on a Folderit file or folder.

• Action
  Get file download link

  /v2/accounts/{accountUid}/files/{fileUid}/download - returns download link.

• Action
  Get folder

  /v2/accounts/{accountUid}/folders/{folderUid} - folder info.

• Action
  List files

  Lists the files directly inside a Folderit folder or section.

• Action
  List folders

  Lists the subfolders directly inside a Folderit folder or section.

• Action
  List groups

  Lists the user groups in a Folderit account.

• Action
  List tags

  Lists all tags in a Folderit account.

• Action
  List team users

  Lists the team users of a Folderit account, optionally filtered by email address.

• Action
  Update file

  Updates a file's details in Folderit: its name, date, due date, note, number, active version, containing folder or retention end.

• Action
  Update folder

  /v2/accounts/{accountUid}/folders/{folderUid} - update folder.

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