Connect Evoliz and Hex

Both apps 54Evoliz 28Hex 26

• 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
  List Groups

  Triggers when a group is found in your Hex workspace.

• Trigger
  List Projects

  Triggers when a project is found in your Hex workspace.

• Trigger
  List Users

  Triggers when a user is found in your Hex workspace.

• Trigger
  New Project Run

  Triggers when a new API-triggered run appears for a Hex project.

• Action
  Add Collection

  Create a new collection.

• Action
  Create Embed URL

  Creates a presigned URL to embed a published Hex project.

• Action
  Create Group

  Creates a new group in your Hex workspace.

• Action
  Create Project

  Creates a new Hex project.

• Action
  Deactivate User

  Deactivate a workspace user.

• Action
  Delete Cell

  Delete a cell.

• Action
  Delete Group

  Delete a group.

• Action
  Get Cell

  Fetch a single cell by id.

• Action
  Get Cell Output

  Fetch a cell's output value.

• Action
  Get Collection

  Fetch a single collection by id.

• Action
  Get Data Connection

  Fetch a single data connection by id.

• Action
  Get Group

  Fetch a single group by id.

• Action
  Get Project

  Retrieves metadata about a specific Hex project.

• Action
  Get Project Runs

  Retrieves the run history for a Hex project, optionally filtered by status.

• Action
  Get Run Status

  Retrieves the status of a Hex project run, automatically waiting until the run reaches a final state (completed, errored, killed, or unable to allocate a kernel).

• Action
  List Cells

  List cells within a project.

• Action
  List Collections

  List collections (folders) in the workspace.

• Action
  List Data Connections

  List configured data connections in the workspace.

• Action
  Share Project With Groups

  Shares a Hex project with one or more groups at a specified access level.

• Action
  Update Cell

  Edit a cell's contents.

• Action
  Update Collection

  Edit a collection's name/contents.

• Action
  Update Project Status

  Updates the status of a Hex project (or removes it).

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