--- title: "Connect Evoliz and Playbook Creative - APIANT.ai" description: "When \"New Account\" fires in Evoliz, your agent runs \"Create Asset\" in Playbook Creative." canonical: "https://apiant.ai/connect/evoliz-to-playbook-creative" --- # Connect Evoliz and Playbook Creative When **New Account** fires in [Evoliz](https://apiant.ai/connections/evoliz), your agent runs **Create Asset** in [Playbook Creative](https://apiant.ai/connections/playbook-creative), or **Asset Added** in Playbook Creative 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 Playbook Creative **2** triggers Playbook Creative **18** 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 Playbook Creative 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 Playbook Creative can do together ### From Evoliz to Playbook Creative - When **New Account** in Evoliz then **Create Asset** in Playbook Creative - When **New Article** in Evoliz then **Create Board** in Playbook Creative ### From Playbook Creative to Evoliz - When **Asset Added** in Playbook Creative then **Create Contact Client** in Evoliz - When **Asset Updated in Board** in Playbook Creative 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 Playbook Creative ## Triggers and actions 7 triggers · 41 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 **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. ## 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) - [ **Playbook Creative** Playbook Creative is a digital asset management tool that helps you organize and collaborate on your assets.](https://apiant.ai/connections/playbook-creative) 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 Playbook Creative - [ **HubSpot to Playbook Creative** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-playbook-creative) - [ **Google Sheets to Playbook Creative** Google Sheets](https://apiant.ai/connect/google-sheets-to-playbook-creative) - [ **Gmail to Playbook Creative** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-playbook-creative) - [ **Google Calendar to Playbook Creative** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-playbook-creative) - [ **Google Drive to Playbook Creative** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-playbook-creative) - [ **Mailchimp to Playbook Creative** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-playbook-creative) Questions ## Evoliz and Playbook Creative, 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 Playbook Creative when something happens in Evoliz? Any of Playbook Creative's 18 actions, including Create Asset, Create Board, Create Organization and Update Asset. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Playbook Creative to Evoliz? Yes. When something happens in Playbook Creative, your agent can act in Evoliz too. This page covers both directions: Playbook Creative's triggers and Evoliz's actions are listed here as well. ### ### Do I have to build a connector for Evoliz or Playbook Creative? 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 Playbook Creative 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.