Connect Evoliz to Project Broadcast

Both apps 45Evoliz 28Project Broadcast 17

• 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 broadcast message

  Creates a broadcast message sent to a set of contacts, either immediately or at a scheduled time.

• Action
  Add smart list

  Creates a new smart list in Project Broadcast with the given name.

• Action
  Add tag to contacts

  Adds a tag to one or more contacts. The tag is created if it does not already exist.

• Action
  Add to Campaign

  Adds a contact to a campaign, optionally with the contact's event date for event campaigns.

• Action
  Apply Keyword

  Applies a keyword to a contact, triggering that keyword's actions for them, and returns the updated contact.

• Action
  Delete contact

  Permanently deletes a contact from your Project Broadcast account.

• Action
  Find campaigns

  Searches your Project Broadcast campaigns by name and returns the matching campaigns.

• Action
  Find Contact

  Searches contacts by a search term and optional filters such as tags, campaign or opt-in status, and returns the matching contacts.

• Action
  Find keywords

  Searches your Project Broadcast keywords by term and returns the matching keywords.

• Action
  Find smart lists

  Searches smart lists by name and returns the matching lists.

• Action
  Find templates

  Searches your Project Broadcast templates by name or content, optionally filtered by content type, and returns the matching templates.

• Action
  Get campaign

  Returns a single campaign's details (id, name and type) by its ID.

• Action
  Get contact

  Returns a contact's details, looked up by contact ID, phone number or email address.

• Action
  Remove contact from campaign

  Removes a contact from a Project Broadcast campaign and returns the campaign.

• Action
  Remove contacts from smart list

  Removes one or more contacts from a Project Broadcast smart list.

• Action
  Remove tag from contacts

  Removes a tag from one or more contacts.

• Action
  Send Message

  Sends a text message to a Project Broadcast contact, either now or at a scheduled time, using your own text or a saved template.

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