Connect Evoliz and Kenect Text Messaging

Both apps 41Evoliz 28Kenect Text Messaging 13

• 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
  Lead Push

  Triggers when a new conversation starts in Kenect, the closest record Kenect's API exposes to an incoming lead.

• Action
  Add contacts to contact group

  Adds one or more contacts to an existing contact group and returns the per-contact processing status.

• Action
  Find contact by phone

  Finds the contact at a Kenect location that has the given phone number.

• Action
  Get contact

  Returns a single Kenect contact by its contact ID, including its phone numbers and contact groups.

• Action
  Get conversation

  Returns one Kenect conversation with its messages, contact, assignment and read status.

• Action
  List contact groups

  Returns the contact groups in a Kenect location, with each group's name and its contact, opt-in and opt-out counts.

• Action
  List contacts

  Returns the contacts in your Kenect account, optionally narrowed by location, search text or status, and sorted the way you choose.

• Action
  List locations

  Returns all the Kenect locations available to your account, including each location's name and address.

• Action
  List reviews

  Returns all Google and Facebook reviews for the locations assigned to the connected Kenect user, including their ratings, comments and reply status.

• Action
  List users

  Returns the users on the Kenect account, optionally only those with permissions in a chosen location.

• Action
  Push Lead

  Submits a lead to a Kenect location, which begins a text conversation with the person making the inquiry. Returns the id of the new lead.

• Action
  Reply to conversation

  Sends a reply in an existing Kenect conversation from a chosen location, with optional subject and attachments.

• Action
  Review Request

  Sends a review request to a contact's phone number from a Kenect location and returns the message that was sent.

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