--- title: "Connect Evoliz to Refiner - APIANT.ai" description: "When \"New Account\" fires in Evoliz, your agent runs \"Get contact\" in Refiner." canonical: "https://apiant.ai/connect/evoliz-to-refiner" --- # Connect Evoliz to Refiner When **New Account** fires in [Evoliz](https://apiant.ai/connections/evoliz), your agent runs **Get contact** in [Refiner](https://apiant.ai/connections/refiner). Describe the whole flow and it is built, tested on every scenario and kept running. Evoliz **5** triggers Evoliz **23** actions Refiner **6** 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 Refiner 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 can start in Refiner - When **New Account** in Evoliz then **Get contact** in Refiner - When **New Article** in Evoliz then **List contacts** in Refiner 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 Refiner ## Triggers and actions 5 triggers · 29 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. - Action **Delete contact** Deletes a contact from your Refiner project, identified by user ID, email or Refiner UUID. Deleting a contact also removes their survey responses. - Action **Get contact** Fetches all data on record for a specific contact. - Action **Identify User** Creates a contact in Refiner, or updates the traits of an existing one, identified by user ID or email. Optionally groups the user under an account. - Action **List contacts** Returns all contacts on record in the Refiner project. - Action **List segments** Lists the user segments in your Refiner environment, ordered by name. - Action **Track Event** Tracks a named event for a Refiner user identified by user ID or email. Creates the user if none matches. ## 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) - [ **Refiner** Refiner is a customer survey tool for data driven SaaS teams.](https://apiant.ai/connections/refiner) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Refiner - [ **lemlist to Refiner** lemlist is an outreach email platform with personalized images and videos.](https://apiant.ai/connect/lemlist-to-refiner) - [ **HubSpot to Refiner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-refiner) - [ **Salesforce to Refiner** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-refiner) - [ **Slack to Refiner** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-refiner) - [ **Google Sheets to Refiner** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-refiner) - [ **Gmail to Refiner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-refiner) Questions ## Evoliz and Refiner, 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 Refiner when something happens in Evoliz? Any of Refiner's 6 actions, including Get contact, Identify User, List contacts and List segments. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Refiner to Evoliz? Refiner has no triggers in the catalog today, so automations start in Evoliz. If you need the other direction, ask: your agent reads Refiner's API documentation and adds it. ### ### Do I have to build a connector for Evoliz or Refiner? 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 Refiner 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.