Connect Evoliz and MarketSharp

Both apps 52Evoliz 28MarketSharp 24

• 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 or Updated Contact

  Triggers when a MarketSharp contact is created or modified.

• Trigger
  New or Updated Inquiry

  Triggers when a MarketSharp inquiry (lead) is created or modified.

• Action
  Add calendar event

  Creates a calendar event in MarketSharp, optionally emailing the event's resources.

• Action
  Create Activity

  Creates an activity (task) on a MarketSharp contact.

• Action
  Create or Update Appointment

  Creates an appointment on a MarketSharp inquiry, or updates an existing appointment.

• Action
  Create or Update Job

  Creates a job and its contract for a MarketSharp contact, or updates an existing job.

• Action
  Delete calendar event

  Deletes a calendar event, either a single occurrence or an entire recurring series.

• Action
  Delete opportunity note

  Deletes a note from an opportunity (inquiry) in MarketSharp.

• Action
  Find Appointments

  Returns appointments matching a modified-date range, appointment-date range, salesperson, or list of inquiries.

• Action
  Find Contacts

  Searches MarketSharp contacts by name, business, email, phone or zip and returns the matches.

• Action
  Find Inquiries

  Searches inquiries by name, business, address, email or phone and returns the matching inquiries.

• Action
  Get Appointment

  Returns one MarketSharp appointment by its ID.

• Action
  Get Contact

  Returns one MarketSharp contact by its ID, with name, address, emails and phones.

• Action
  Get Inquiry

  Returns one MarketSharp inquiry (lead) by its ID.

• Action
  Get Job

  Returns one MarketSharp job by its ID.

• Action
  List Contact Inquiries

  Returns every inquiry (lead) on a MarketSharp contact.

• Action
  List Contact Notes

  Returns the notes on a MarketSharp contact.

• Action
  List divisions

  Returns all divisions defined for the connected MarketSharp company.

• Action
  List Employees

  Returns the employees of the MarketSharp company.

• Action
  List pricebook items

  Returns the company's pricebook: every product type with its product details, unit prices and units of measure.

• Action
  List Primary Lead Sources

  Returns the company's active primary lead sources.

• Action
  List secondary lead sources

  Returns the company's secondary lead sources, optionally including inactive ones.

• Action
  Result appointment

  Records the result of an appointment, with an optional result reason, notes and resulting employee, and returns the updated appointment.

• Action
  Update calendar event

  Updates an existing MarketSharp calendar event, optionally emailing the event's resources.

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