Connect Evoliz to Slite

Both apps 40Evoliz 28Slite 12

• 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
  Archive note

  Archives a Slite note, or restores an archived note, and returns the updated note.

• Action
  Ask Question

  Asks a question in natural language and returns an answer drawn from the Slite notes the connected user can access, along with the notes used as sources.

• Action
  Delete note

  Permanently deletes a note and all of its child notes by ID. This cannot be undone.

• Action
  Fetch Doc

  Returns a Slite doc by its ID, including its title, content, location, review state and any collection attributes.

• Action
  Fetch Sub Docs

  Returns the sub-docs of a Slite doc: its direct children, or its whole subtree when descendants are included.

• Action
  Find groups by query

  Returns the Slite groups whose name matches the search text you provide.

• Action
  Find users by query

  Returns the users whose email address or display name matches the search text.

• Action
  Get group

  Returns a Slite group's name and description by its ID.

• Action
  Get user

  Returns a Slite user's display name, email address, organization role, guest status and archived date.

• Action
  Index AskX Object

  Adds or refreshes a piece of custom content in a Slite custom data source so it can be used by Ask. Returns the indexed object's id, title, URL and last update date.

• Action
  List notes

  Returns the notes in a Slite workspace, optionally filtered by owner or parent note and sorted by last edit or sidebar position.

• Action
  Search Docs

  Returns the docs that match a search text, with optional filters for parent doc, depth, review state, edit dates and archived status.

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