Connect Evoliz to Sleekplan

Both apps 55Evoliz 28Sleekplan 27

• 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 comment

  Add a comment to a feedback post.

• Action
  Add user

  Create an end-user.

• Action
  Create Feedback

  Creates a Feedback Post

• Action
  Create NPS response

  Records an NPS survey response from an end-user.

• Action
  Create satisfaction response

  Records a satisfaction survey response from an end-user.

• Action
  Delete changelog update

  Delete a changelog entry.

• Action
  Delete feedback

  Delete a feedback post.

• Action
  Delete user

  Delete an end-user.

• Action
  Get unread notification count

  Returns how many unread notifications an end-user has.

• Action
  Get user

  Returns one end-user, with their email, name and profile details.

• Action
  Like comment

  Likes a comment on behalf of an end-user.

• Action
  List changelog update satisfaction

  Lists the satisfaction ratings left on a changelog update.

• Action
  List comments

  List comments on a feedback post.

• Action
  List feedback

  List feedback posts (sorted by trend by default).

• Action
  List NPS responses

  Lists NPS survey responses.

• Action
  List satisfaction responses

  Lists satisfaction survey responses.

• Action
  List users

  List end-users, most recently updated first.

• Action
  List votes

  Lists the votes cast on a feedback post.

• Action
  Rate changelog update

  Records an end-user's 1 to 5 satisfaction rating on a changelog update.

• Action
  Remove feedback metadata

  Removes one custom metadata key from a feedback post.

• Action
  Send to intelligence queue

  Sends a piece of customer feedback text to the Sleekplan intelligence queue for analysis.

• Action
  Set feedback metadata

  Adds or updates one custom metadata key on a feedback post.

• Action
  Update changelog update

  Update a changelog entry.

• Action
  Update comment

  Updates the text or visibility of a comment on a feedback post.

• Action
  Update Feedback

  Updates a Feedback Post

• Action
  Update user

  Update an end-user.

• Action
  Vote on feedback

  Casts or changes a vote on a feedback post for an end-user.

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