Connect Evoliz and iHomefinder

Both apps 47Evoliz 28iHomefinder 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
  New Contact Request

  Triggers when a new general contact form submission is received on your iHomefinder website.

• Trigger
  New Lead

  Triggers when a new lead (subscriber) is added to your iHomefinder account.

• Trigger
  New More Info Request

  Triggers when a visitor submits a new More Info request about a listing on your iHomefinder website.

• Trigger
  New Showing Request

  Triggers when a visitor submits a new schedule showing request on your iHomefinder website.

• Trigger
  New Valuation Request

  Triggers when a new home valuation request is submitted on your iHomefinder website.

• Action
  Add Note to Subscriber

  Adds an internal note to a subscriber (lead) record. Notes are not visible to the subscriber.

• Action
  Add Tag to Subscriber

  Adds a tag to a subscriber record for categorization.

• Action
  Create Contact Request

  Creates a contact request (general contact form submission) for a subscriber in iHomefinder.

• Action
  Create Lead

  Creates a new lead (subscriber) in your iHomefinder account.

• Action
  Get Account

  Returns the connected iHomefinder client account's details and configuration.

• Action
  Get Agent

  Returns the full details of a single agent (user) on the iHomefinder client account, by agent ID.

• Action
  Get Listing

  Returns the details of a specific listing (MLS or supplemental) by its listing ID.

• Action
  Get Subscriber

  Returns a subscriber (lead) from your iHomefinder account by ID, including their profile fields.

• Action
  List Agents

  Returns all agents (users) under the iHomefinder client account.

• Action
  List Listings

  Returns listings for your iHomefinder account: your active featured listings, or listings matching a market or saved search.

• Action
  List Markets

  Returns all markets (saved searches) configured on the iHomefinder account, including their ids for filtering listings and report subscriptions.

• Action
  List Subscribers

  Returns the subscribers (leads) on the iHomefinder client account with their profile details.

• Action
  Subscribe to Market Report

  Enrolls an existing subscriber in a market report so they receive it on its schedule.

• Action
  Update Subscriber

  Updates an existing subscriber's profile details, such as name, email, phone, address or assigned agent. Fields left blank are not changed.

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