Connect Evoliz and Snitcher

Both apps 41Evoliz 28Snitcher 13

• 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.

• Trigger
  New Organisation

  Triggered when a new company is identified visiting your website in the selected Snitcher workspace.

• Trigger
  Organisation Enters Segment

  Triggered when a company first appears in the selected Snitcher segment.

• Action
  Create Custom Field

  Creates a new custom field definition on organisations in a Snitcher workspace.

• Action
  Create Tag

  Creates a new tag in a Snitcher workspace so it can be applied to organisations.

• Action
  Find Contacts

  Returns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain.

• Action
  Find Organisation

  Looks up an organisation in a Snitcher workspace by company name and returns the first match.

• Action
  Get User Profile

  Returns the name, email and id of the Snitcher user the connection belongs to.

• Action
  List Custom Fields

  Returns all custom field definitions set up on organisations in a Snitcher workspace.

• Action
  List Segments

  Returns all segments defined in a Snitcher workspace.

• Action
  List Sessions

  Returns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters.

• Action
  List Workspaces

  Returns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags.

• Action
  Reveal Contact Email

  Uses a Snitcher email-reveal credit to return the email address of a known organisation contact.

• Action
  Search Organisations

  Searches the organisations in a Snitcher workspace using advanced field filters.

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