Connect Evoliz and Listrak

Both apps 46Evoliz 28Listrak 18

• 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

  Triggers when a contact subscribes to a Listrak list.

• Trigger
  New Message

  Triggers when a new message is sent on a Listrak list.

• Action
  Add campaign

  Creates a new campaign on a Listrak list.

• Action
  Add event

  Creates a new event on a Listrak list.

• Action
  Add list

  Creates a new email list in your Listrak account.

• Action
  Add profile field

  Creates a new profile field in a profile field group on a Listrak list.

• Action
  Delete list

  Deletes a Listrak email list.

• Action
  Get Contact

  Returns one contact on a Listrak list, looked up by email address or email key.

• Action
  Get List

  Returns one Listrak email list by its ID.

• Action
  Get message

  Returns a sent or scheduled email message on a Listrak list, including its subject, sender, body and status.

• Action
  List campaigns

  Returns all campaigns associated with a Listrak list.

• Action
  List Contacts

  Returns contacts on a Listrak list, optionally filtered by subscription state or a subscribe-date range.

• Action
  List events

  Returns all events defined on a Listrak list, with each event's name, group and status.

• Action
  List Lists

  Returns all email lists in the Listrak account.

• Action
  List messages

  Returns the email messages sent or scheduled for a Listrak list, optionally filtered by send date range.

• Action
  List profile fields

  Returns all profile fields in a profile field group on a Listrak list.

• Action
  Send message

  Sends a new email message to the contacts on a Listrak list, optionally as a test or review send or scheduled for later.

• Action
  Update list

  Updates the name, sender defaults, bounce handling and feature settings of an existing Listrak email list.

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