Connect Evoliz and LearningSuite

Both apps 79Evoliz 28LearningSuite 51

• 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
  Bundle Created

  Triggers when a new bundle is created.

• Trigger
  Custom Popup Created

  Triggers when a new custom popup is added.

• Trigger
  Group Created

  Triggers when a new group is created in your LearningSuite academy.

• Trigger
  Member Created

  Triggers when a new member is added.

• Trigger
  New Community Area

  Triggers when a new community area is created.

• Trigger
  New Community Badge

  Triggers when a new community badge is created.

• Trigger
  New Community Forum

  Triggers when a new community forum is created.

• Trigger
  Team Member Created

  Triggers when a new team member (admin-zone user) is added.

• Trigger
  User Not Logged in for More Than X Days

  Triggers once for each member who has not logged in for at least the given number of days.

• Action
  Activate/Deactivate Member

  Activates or deactivates a member's LearningSuite account.

• Action
  Add Community Badges to User

  Assigns community badges to a user.

• Action
  Append Custom Field Files

  Appends a file, fetched from a public URL, to a user's file custom field.

• Action
  Change Module Access for Member

  Overrides how a specific module of a course is unlocked for one member.

• Action
  Create Webhook Subscription

  Creates a LearningSuite webhook subscription that sends events of the chosen type to a URL.

• Action
  Delete Group

  Deletes a group.

• Action
  Delete Member

  Permanently deletes a member.

• Action
  Delete Popup Trigger

  Removes a pending popup for a member so it is no longer shown.

• Action
  Find Group

  Finds groups by name.

• Action
  Find Member by Email

  Finds a member by email address.

• Action
  Find Member by ID

  Finds a member by ID.

• Action
  Find Team Member by Email

  Finds a team member (admin-zone user) by email.

• Action
  Find Team Member by ID

  Finds a team member (admin-zone user) by ID.

• Action
  Get Bundles of Member

  Returns the bundles a member has, with access details.

• Action
  Get Community Areas

  Returns community areas.

• Action
  Get Community Forums

  Returns community forums, optionally only those in one area.

• Action
  Get Community Posts

  Returns published community posts, optionally filtered by area or forum.

• Action
  Get Course Information of Member

  Returns whether a member has access to a course and their progress and learning time in it.

• Action
  Get Course Progress of Member

  Returns a member's overall progress in a course, in percent.

• Action
  Get Courses From Member

  Returns the courses a member is enrolled in, with access and progress.

• Action
  Get Custom Field Store for User

  Returns a user's whole custom field store: all values, metadata and profiles.

• Action
  Get Custom Field Values for an User

  Returns all custom field values of a user, for one profile.

• Action
  Get Lesson Progress of Member

  Returns a member's progress in one lesson of a course, in percent.

• Action
  Get Members

  Returns members, optionally filtered by creation date or days since last login.

• Action
  Get Members of Course

  Returns the members of a course with their access, and optionally their progress.

• Action
  Get Module Progress of Member

  Returns a member's progress in one module of a course, in percent.

• Action
  Get Modules of Course

  Returns the modules of a course with their default content drip.

• Action
  Get Modules of Course for Member

  Returns the modules of a course with what one member can see and when.

• Action
  Get Published Courses

  Returns every published course in your LearningSuite academy, with its name, description and publish date.

• Action
  Get Team Members

  Returns team members (users with admin-zone access).

• Action
  Give Hub Access

  Gives members, groups or bundles access to a hub.

• Action
  Remove Community Badges From User

  Removes community badges from a user.

• Action
  Remove Courses From Member

  Removes a member's access to courses.

• Action
  Remove Hub Access

  Removes members, groups or bundles from a hub.

• Action
  Remove Member From Bundles

  Removes a member's access to bundles.

• Action
  Remove Members From Groups

  Removes members from groups.

• Action
  Require User by ID

  Returns a member by ID and fails the step when no such member exists.

• Action
  Send Login Information

  Emails a user their login link.

• Action
  Send Push Notifications

  Sends a push notification to users and group members logged into your custom LearningSuite mobile app.

• Action
  Trigger Popup

  Shows a custom popup to a member.

• Action
  Update Lesson

  Renames a lesson or changes its visibility.

• Action
  Update User Data

  Updates a member's profile fields.

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