Connect Evoliz to HitPay

Both apps 49Evoliz 28HitPay 21

• 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 customer

  Creates a customer in your HitPay account with their contact details and optional address.

• Action
  Add order

  Creates a new draft order in HitPay.

• Action
  Add subscription plan

  Creates a subscription plan with a name, amount and billing frequency that customers can be signed up to for recurring billing.

• Action
  Create Payment Request

  Creates a HitPay payment request and returns its checkout link for the buyer to pay.

• Action
  Delete customer

  Deletes a customer from your HitPay account.

• Action
  Delete invoice

  Deletes an invoice from your HitPay business account.

• Action
  Delete Payment Request

  Deletes a payment request. Completed payment requests cannot be deleted.

• Action
  Delete product

  Deletes a product from your HitPay product catalog.

• Action
  Get balances

  Returns your HitPay account balances for each currency, including available, pending and reserve amounts.

• Action
  Get charge

  Returns the details of a single HitPay charge, including amount, fees, status, payment method, customer and refunds.

• Action
  Get customer

  Returns the details of a HitPay customer, including contact information and address.

• Action
  Get order

  Returns the full details of a HitPay order, including its line items, charges, customer and totals.

• Action
  Get Payment Request Details

  Returns a payment request's details and status, including its amount, customer, checkout URL and any payments made against it.

• Action
  Get product

  Returns the details of a product, including its price, variations and images.

• Action
  List charges

  Returns the charges (payments) on your HitPay account, optionally filtered by status, date, amount, customer, payment request or payout.

• Action
  List customers

  Returns all customers saved in your HitPay account.

• Action
  List invoices

  Returns the invoices in your HitPay account, optionally filtered by customer email, status or reference.

• Action
  List payouts

  Returns payouts of your HitPay balance to your linked bank account, newest first, optionally filtered by status and creation date.

• Action
  List products

  Returns the products in your HitPay account, optionally filtered by status, category, source, inventory, location, channel or keyword.

• Action
  Refund Payment

  Refunds all or part of a successful payment, returning the refund record.

• Action
  Update customer

  Updates an existing customer's details, such as name, email, phone and address.

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