Connect Evoliz and HappyFox Chat

Both apps 39Evoliz 28HappyFox Chat 11

• 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
  Finished Chat

  Triggered when a chat in HappyFox Chat ends and its transcript is created.

• Trigger
  New Missed Chat

  Triggered when a chat in HappyFox Chat ends without an agent answering it.

• Trigger
  New Offline Message

  Triggered when a visitor leaves an offline message in HappyFox Chat.

• Action
  Get agent

  Returns one HappyFox Chat agent by ID, with their name, display name, email, timezone and permissions.

• Action
  Get department

  Returns one HappyFox Chat department by ID, with its name, chat profile and assigned agents.

• Action
  List agents

  Returns the agents on your HappyFox Chat account, with their names, emails, timezones and permissions.

• Action
  List canned responses

  Returns the canned responses on your HappyFox Chat account, with their text and the shortcuts agents type to insert them.

• Action
  List departments

  Returns the departments on your HappyFox Chat account, with their names and the agents assigned to each.

• Action
  List offline messages

  Returns the offline messages visitors left in HappyFox Chat while no agent was available.

• Action
  List transcripts

  Returns chat transcripts from HappyFox Chat, optionally narrowed by agent, visitor, department, chat profile or date range.

• Action
  List visitors

  Returns the visitors known to your HappyFox Chat account, with their contact details and browsing information.

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