--- title: "Connect Evoliz and Paid Memberships Pro - APIANT.ai" description: "When \"New Account\" fires in Evoliz, your agent runs \"Get order\" in Paid Memberships Pro." canonical: "https://apiant.ai/connect/evoliz-to-paid-memberships-pro" --- # Connect Evoliz and Paid Memberships Pro When **New Account** fires in [Evoliz](https://apiant.ai/connections/evoliz), your agent runs **Get order** in [Paid Memberships Pro](https://apiant.ai/connections/paid-memberships-pro), or **Membership Level Changed** in Paid Memberships Pro to **Create Contact Client** in Evoliz. Describe the whole flow and it is built, tested on every scenario and kept running. Evoliz **5** triggers Evoliz **23** actions Paid Memberships Pro **2** triggers Paid Memberships Pro **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Evoliz and Paid Memberships Pro to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Evoliz and Paid Memberships Pro can do together ### From Evoliz to Paid Memberships Pro - When **New Account** in Evoliz then **Get order** in Paid Memberships Pro - When **New Article** in Evoliz then **Change a User's Membership Level** in Paid Memberships Pro ### From Paid Memberships Pro to Evoliz - When **Membership Level Changed** in Paid Memberships Pro then **Create Contact Client** in Evoliz - When **Order Added or Updated** in Paid Memberships Pro then **Create Contact Prospect** in Evoliz Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Evoliz and Paid Memberships Pro ## Triggers and actions 7 triggers · 36 actions - 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 **Membership Level Changed** Triggers when a user's membership level is changed, returning the member's user details and the new level, status and modified date. - Trigger **Order Added or Updated** Triggers when an order is added in Paid Memberships Pro, or when one of the 50 most recent orders changes (for example its status or total). - Action **Add discount code** Creates a discount code in Paid Memberships Pro, or updates it if the code already exists, and returns the discount code record. - Action **Cancel a User's Membership Level** Cancels a specific membership level for a member, identified by user ID or email. - Action **Change a User's Membership Level** Changes a member's membership level, identified by user ID or email, and can create the WordPress user if they don't exist. Use level 0 to cancel their membership. - Action **Create a Membership Level Object** Creates a new membership level on your Paid Memberships Pro site, including its pricing, billing cycle, trial and expiration settings. - Action **Delete membership level** Deletes a membership level, removing all members from it and cancelling their subscriptions at the payment gateway. The site must allow DELETE requests on the Paid Memberships Pro REST API. - Action **Get discount code** Returns a discount code, including its usage limits, dates and level pricing, looked up by its code value. - Action **Get membership level** Returns a membership level's full details, including pricing, billing cycle and expiration settings. - Action **Get order** Returns a membership order, including billing details, totals, payment gateway and status, by its order code. - Action **Get user's membership level** Returns the current membership level of a WordPress user, looked up by user ID or email. - Action **List membership levels** Returns all membership levels on your Paid Memberships Pro site, including inactive levels. - Action **List recent orders** Returns the most recently added or updated membership orders on your site, newest first. - Action **List user's membership levels** Returns every membership level a member currently holds, looked up by their WordPress user ID or email address. - Action **Update membership level** Updates an existing membership level's name, pricing, billing cycle, trial and expiration settings, and returns the updated level. ## Each app on its own - [ **Evoliz** Evoliz is an invoicing and management software designed for small businesses but also their accountants.](https://apiant.ai/connections/evoliz) - [ **Paid Memberships Pro** PMPro plugin helps you start, manage, & grow a membership site on WordPress.](https://apiant.ai/connections/paid-memberships-pro) Reviews ## What our customers say ## More from Evoliz - [ **Evoliz to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/evoliz-to-hubspot) - [ **Evoliz to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/evoliz-to-salesforce) - [ **Evoliz to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/evoliz-to-slack) - [ **Evoliz to Google Sheets** Google Sheets](https://apiant.ai/connect/evoliz-to-google-sheets) - [ **Evoliz to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/evoliz-to-gmail) - [ **Evoliz to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/evoliz-to-google-calendar) ## More into Paid Memberships Pro - [ **HubSpot to Paid Memberships Pro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-paid-memberships-pro) - [ **Google Sheets to Paid Memberships Pro** Google Sheets](https://apiant.ai/connect/google-sheets-to-paid-memberships-pro) - [ **Gmail to Paid Memberships Pro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-paid-memberships-pro) - [ **Google Calendar to Paid Memberships Pro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-paid-memberships-pro) - [ **Google Drive to Paid Memberships Pro** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-paid-memberships-pro) - [ **Mailchimp to Paid Memberships Pro** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-paid-memberships-pro) Questions ## Evoliz and Paid Memberships Pro, answered ### ### What can start an automation from Evoliz? Any of Evoliz's 5 triggers in the catalog, including New Account, New Article, New Client and New Client Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Paid Memberships Pro when something happens in Evoliz? Any of Paid Memberships Pro's 13 actions, including Create a Membership Level Object, Update membership level, Add discount code and Change a User's Membership Level. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Paid Memberships Pro to Evoliz? Yes. When something happens in Paid Memberships Pro, your agent can act in Evoliz too. This page covers both directions: Paid Memberships Pro's triggers and Evoliz's actions are listed here as well. ### ### Do I have to build a connector for Evoliz or Paid Memberships Pro? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Evoliz and Paid Memberships Pro without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.