Connect Evoliz and Guru

Both apps 47Evoliz 28Guru 19

• 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
  Announcement Sent

  Triggers when a new Announcement is sent to your Guru team.

• Trigger
  Card Created

  Triggers when a new Card is published in Guru.

• Trigger
  Card Unverified

  Triggers when a Guru Card becomes unverified and needs review.

• Trigger
  Card Updated

  Triggers when a Guru Card is edited.

• Trigger
  New Collection

  Triggers when a new Collection is created in your Guru team.

• Trigger
  New Folder

  Triggers when a new Folder is created in Guru.

• Trigger
  New Group

  Triggers when a new user Group is created in your Guru team.

• Trigger
  User Added to Group

  Triggers when a user is added to the chosen Guru Group.

• Action
  Add User to Group

  Adds a team member to a Guru Group by email address.

• Action
  Archive Card

  Archives a Guru Card so it no longer appears in its Collection.

• Action
  Ask a Question

  Asks Guru a question and returns the AI answer drawn from your team's knowledge.

• Action
  Create Card

  Creates a new Guru Card with a title and content in a Collection.

• Action
  Create Group

  Creates a new user Group in your Guru team.

• Action
  Find Card

  Finds Guru Cards matching search terms and returns the best match.

• Action
  Find Tag

  Returns one Guru Tag by its ID.

• Action
  Remove User From Group

  Removes a team member from a Guru Group.

• Action
  Search With Sources

  Searches Guru and connected sources, returning matching documents with their sources.

• Action
  Unverify Card

  Marks a Guru Card as unverified so its verifier is asked to review it.

• Action
  Verify Card

  Marks a Guru Card as verified by the connected user.

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