Connect Evoliz and NOAN

Both apps 52Evoliz 28NOAN 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
  Created or Updated Asset

  Triggers when an asset is created or a new version of it is saved.

• Trigger
  New Contact

  Triggers when a new contact is added to your NOAN network.

• Trigger
  New Task

  Triggers when a new task is added to your NOAN board.

• Action
  Add asset

  Creates a new content asset with its first version, optionally recording the prompt that produced it and attaching tags.

• Action
  Add Memo to Contact

  Adds a memo to an existing contact.

• Action
  Add stack

  Creates a new custom stack in NOAN with one or more blocks (topics) inside it.

• Action
  Add tag

  Creates a tag with usage instructions in NOAN, or returns the existing tag if one with the same name already exists.

• Action
  Add task comment

  Adds a comment to a task, such as a progress update, question or handoff note.

• Action
  Create Block Fact Entry

  Writes a new version of a block's fact; the previous version is kept in history.

• Action
  Create Contact

  Creates a contact in your NOAN network.

• Action
  Create Note

  Creates a note in your NOAN project.

• Action
  Create Task

  Creates a task on your NOAN board.

• Action
  Find Block

  Finds knowledge blocks by title or slug.

• Action
  Find Contact

  Finds contacts in your NOAN network by name or email.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  List assets

  Returns the content assets stored in NOAN, optionally filtered by tag and sorted by creation or update time.

• Action
  List Facts

  Returns the current verified facts, optionally for one block.

• Action
  List insights

  Returns issues NOAN found in your fact layer, such as overlapping facts, unconnected facts and missing business topics, each with a suggested fix.

• Action
  List notes

  Returns the free-standing notes in your NOAN project, such as meeting summaries and research findings.

• Action
  List stacks

  Returns the stacks in your NOAN project along with the blocks each one contains, optionally filtered by slug, title, custom-only or in-use-only.

• Action
  List tags

  Returns all tags in the NOAN project, including each tag's usage instructions for when it should be applied.

• Action
  List tasks

  Returns the tasks on the NOAN board, optionally filtered by completion, status, tag or external ID.

• Action
  Update Contact

  Updates an existing contact's details. Only the fields you fill in are changed.

• Action
  Update Task

  Updates a task's title, details, due date or status.

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