Connect Evoliz to PDF Generator API

Both apps 44Evoliz 28PDF Generator API 16

• 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 form

  Create a new form.

• Action
  Add template

  Creates a new template in the workspace of the connected account. Leave the layout and pages blank to create an empty template you can design later in the editor.

• Action
  Add workspace

  Creates a regular workspace with the identifier you supply.

• Action
  Convert HTML to PDF

  Converts HTML content to a PDF document and returns it base64-encoded.

• Action
  Convert URL to PDF

  Convert a web page URL to a PDF.

• Action
  Delete document

  Delete a stored document from PDF Generator API's Document Storage.

• Action
  Delete template

  Deletes a template from the workspace.

• Action
  Generate document

  Merges a template with your data and returns the generated document as base64 content or a temporary public URL.

• Action
  Generate QR code

  Generate a QR code image asset.

• Action
  Get document

  Returns a document stored in Document Storage: its public URL and file details.

• Action
  Get template

  Returns the configuration of a template: name, tags, draft status, layout, pages and components, data settings and editor preferences.

• Action
  List documents

  Lists documents generated and stored in PDF Generator API (only documents generated with the URL/storage output option). Optionally filter by template and date range.

• Action
  List forms

  Returns the forms available for the organization.

• Action
  List templates

  Retrieve all templates in the workspace.

• Action
  List workspaces

  Returns the workspaces in your PDF Generator API organization.

• Action
  Update template

  Replaces a template's configuration. Layout and pages are replaced as a whole, not merged.

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