Connect Evoliz to Marketing 360

Both apps 42Evoliz 28Marketing 360 14

• 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.

• Action
  Add task

  Adds a new task to the Marketing 360 CRM and returns the new task's id.

• Action
  CRM - Create or Update Contact

  Updates the contact matching the given email or phone, or creates a new contact when none matches. Returns the contact's id and whether it was created or updated.

• Action
  CRM - Create or Update Lead

  Creates a lead under a lead source, or updates the existing lead with the same email address. Returns the lead's id, timestamps and lead source.

• Action
  CRM - Get Contact ID by Phone

  Returns the ID of the CRM contact that has the given phone number, and whether a contact was found.

• Action
  CRM - Update Contact by ID

  Updates an existing Marketing 360 CRM contact by ID, changing only the name, email, phone, statuses, types and custom fields you fill in.

• Action
  Delete contact

  Deletes a contact from the Marketing 360 CRM by its ID.

• Action
  Find contacts by filters

  Returns the contacts in your Marketing 360 CRM that match the filters you specify, such as a name, email or phone number.

• Action
  Get contact

  Returns a single CRM contact by its ID, including its source, assignees, types, statuses, tags and custom field values.

• Action
  List assignees

  Returns the users in the Marketing 360 account who can be assigned to a CRM contact, with each user's name and username.

• Action
  List contacts

  Returns all contacts in the Marketing 360 account's CRM.

• Action
  List contact sources

  Returns the contact sources set up in the Marketing 360 CRM account, each with its id and name.

• Action
  List contact statuses

  Returns the contact statuses defined in the Marketing 360 CRM account, with each status's id and name.

• Action
  List custom fields

  Returns the custom fields defined on the Marketing 360 CRM account, including each field's name, type and any nested child fields.

• Action
  Update task

  Updates an existing CRM task in Marketing 360, changing only the details you provide, and returns the task's id with a confirmation message.

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