Connect Evoliz and Playbook Creative

Both apps 48Evoliz 28Playbook Creative 20

• 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
  Asset Added

  Triggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.

• Trigger
  Asset Updated in Board

  Triggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.

• Action
  Create Asset

  Creates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.

• Action
  Create Board

  Creates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.

• Action
  Create Organization

  Creates a new Playbook organization (workspace) with the given name and returns its id and slug.

• Action
  Delete asset

  Deletes an asset from a Playbook workspace.

• Action
  Delete board

  Deletes a board from a Playbook workspace.

• Action
  Find Asset

  Searches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.

• Action
  Find Board

  Returns the boards in a Playbook workspace whose title matches the text you search for.

• Action
  Get asset

  Returns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.

• Action
  Get board

  Returns one Playbook board, including its title, description, asset count, published-page state and preview assets.

• Action
  List assets

  Returns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.

• Action
  List boards

  Returns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.

• Action
  List organizations

  Returns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.

• Action
  List users

  Returns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.

• Action
  Move Asset

  Moves one or more assets into a different board in a Playbook workspace.

• Action
  Update Asset

  Updates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.

• Action
  Update Asset Status

  Sets the status of an asset in a Playbook workspace and returns the updated asset.

• Action
  Update asset tags

  Adds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.

• Action
  Update board

  Updates a board's title, description, or parent board in a Playbook workspace and returns the updated board.

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