Connect Evoliz to Pylon

Both apps 53Evoliz 28Pylon 25

• 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 internal note to issue

  Adds an internal note to a Pylon issue. Internal notes are not visible to the requester.

• Action
  Add tag

  Creates a new tag in Pylon that can be applied to accounts, articles or issues.

• Action
  Add task

  Creates a task in Pylon with a title and optional details such as assignee, due date, account, project and status. Returns the new task.

• Action
  Create Account

  Creates a new customer account in Pylon with its name, domains, owner, tags and other details.

• Action
  Create Account Activity

  Creates a custom activity on a Pylon account's timeline.

• Action
  Create Call Recording

  Creates a call recording in Pylon from your own call recorder, including its transcript, and returns the new recording. Requires the Custom Call Recorder integration to be enabled in Pylon.

• Action
  Delete account

  Permanently deletes a Pylon account by its ID or external ID.

• Action
  Delete issue

  Permanently deletes an issue in Pylon.

• Action
  Find Account by Name

  Finds Pylon accounts by name, by exact or partial match, returning the matching accounts.

• Action
  Find contacts by criteria

  Returns the contacts that match the specified search text and/or filter.

• Action
  Find issues by criteria

  Returns Pylon issues matching a text search and/or a filter on fields such as state, assignee, account, tags or dates.

• Action
  Get account

  Returns a single Pylon account by its ID or external ID, including its domains, owner, tags, channels and custom fields.

• Action
  Get contact

  Returns a single contact, including its emails, phone numbers, account and custom field values, by its ID or external ID.

• Action
  Get issue

  Returns a single Pylon issue by its ID or issue number, including its custom field values. An error occurs if the issue is not found.

• Action
  Get user

  Returns a single Pylon team member by ID, including their name, email addresses, status, and assigned roles.

• Action
  Get Users

  Returns the users in your Pylon organization, optionally including deactivated users.

• Action
  List accounts

  Returns all accounts in your Pylon organization, including their domains, owner, tags and custom field values.

• Action
  List contacts

  Returns all contacts in the Pylon organization, including their emails, phone numbers, account and custom field values.

• Action
  List tags

  Returns all tags in the Pylon organization, with each tag's name, color and the type of object it applies to.

• Action
  List teams

  Returns all teams in the Pylon organization, with their members, how each team assigns issues, and any recurring assignment schedule.

• Action
  Reply to issue

  Sends a customer-facing reply on a Pylon issue, continuing an existing conversation or thread. Returns the ID of the new message and its issue.

• Action
  Update Account

  Updates an existing Pylon account. Only the fields you fill in are changed.

• Action
  Update contact

  Updates an existing Pylon contact by its ID or external ID. Only the fields you fill in are changed.

• Action
  Update issue

  Updates an existing Pylon issue — its title, state, assignee, team, account, requester, tags, type, portal visibility and custom fields. Only the fields you fill in are changed.

• Action
  Update Issue Followers

  Adds or removes users and contacts as followers of a Pylon issue, and returns the issue's resulting followers.

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