Connect Evoliz and Order Sender

Both apps 53Evoliz 28Order Sender 25

• 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 Client

  Triggers when a new customer is added to your Order Sender Business account.

• Trigger
  New Order

  Triggers when a new order is sent in Order Sender Business. Fires once per order line (article) of orders sent in the last 7 days.

• Trigger
  New Product

  Triggers when a new product is added to your Order Sender catalog.

• Action
  Delete Discount

  Deletes a discount in Order Sender Business, identified by its customer and supplier codes and optionally its product or product category.

• Action
  Delete Payment Condition

  Deletes a payment condition from Order Sender Business by its code.

• Action
  Delete Product

  Deletes a product of a supplier by its product code.

• Action
  Delete Secondary Address

  Deletes a customer's secondary address, identified by the customer code and the address name.

• Action
  Export Clients

  Returns every customer in your Order Sender Business account, with contact details, address, tax data and assigned agents.

• Action
  Export Commissions

  Returns the commission rules defined in Order Sender Business, optionally limited to one supplier.

• Action
  Export Discounts

  Returns the discounts defined in Order Sender Business, optionally only those for one customer.

• Action
  Export Orders

  Exports orders from Order Sender Business, optionally filtered by date range, order number range, supplier or specific order numbers.

• Action
  Export Payment Conditions

  Returns the payment conditions defined in Order Sender, optionally limited to one supplier.

• Action
  Export Price Lists

  Returns the price lists in your Order Sender account, with each product's price and discounts, optionally limited to one supplier.

• Action
  Export Products

  Returns the products in your Order Sender account, optionally limited to one supplier.

• Action
  Export Secondary Addresses

  Returns the secondary addresses (sedi) of your Order Sender customers, optionally only those of one customer.

• Action
  Export Suppliers

  Returns every supplier in the Order Sender Business account with its code, name, contacts, address and commission settings.

• Action
  Import Client

  Creates or updates a customer in Order Sender Business, matched by its unique customer code.

• Action
  Import Client Payment Condition

  Assigns a payment condition to a customer in Order Sender Business, optionally scoped to a supplier.

• Action
  Import Commission

  Imports a commission rate for a supplier, optionally limited to a product or product category, into Order Sender Business.

• Action
  Import Discount

  Creates or updates a discount for a customer and supplier, optionally limited to a product or product category.

• Action
  Import Payment Condition

  Creates or updates a payment condition in Order Sender by its code.

• Action
  Import Price List

  Imports a product price into a supplier's price list in Order Sender, creating or updating the price list entry.

• Action
  Import Product

  Creates or updates a product in the Order Sender catalog.

• Action
  Import Secondary Address

  Creates or updates a secondary address (sede) for a customer in Order Sender Business.

• Action
  Import Supplier

  Creates or updates a supplier in Order Sender Business, matched by its unique supplier code.

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