Connect Evoliz and iDenfy

Both apps 36Evoliz 28iDenfy 8

• 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
  KYB - New Company Verification (Polling)

  Triggers when a new KYB company verification is created in iDenfy.

• Trigger
  KYC - New Identity Verification (Polling)

  Triggers when a new KYC identity verification appears in your iDenfy account.

• Action
  Add identification to blocklist

  Adds a completed identity verification to your iDenfy blocklist, by its document, document details or selfie, so future verifications matching it are flagged.

• Action
  Delete identification from blocklist

  Removes an identity verification's document, document data or selfie from your iDenfy blocklist.

• Action
  KYC - Create Identity Verification

  Creates an iDenfy identity verification session for a client and returns the session reference, token and hosted verification link to send them to.

• Action
  KYC - Generate Verification PDF

  Generates a PDF report for a completed identity verification, including verification data, status, AML and document photos, returned as a Base64-encoded file.

• Action
  KYC - Get Identification

  Returns an identity verification's status and the personal and document data extracted from it, looked up by its scan reference.

• Action
  List identifications

  Returns the KYC identity verifications on the account, with each one's scan reference and status, optionally filtered to one client.

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