Connect Evoliz to Sonderplan

Both apps 56Evoliz 28Sonderplan 28

• 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
  Create Billable Item

  Creates a billable item (a chargeable product or service with buy and sell rates) in Sonderplan.

• Action
  Create Booking

  Creates a booking in the Sonderplan schedule.

• Action
  Create Contact

  Adds a new contact (person or organization) to Sonderplan.

• Action
  Create Invoice

  Creates an invoice for a client, optionally linked to a project, with its line items, dates, terms and status.

• Action
  Create Project

  Creates a Project

• Action
  Create Quote

  Creates a quote for a client, optionally linked to a project, with its line items, dates, terms and status.

• Action
  Create Service

  Creates a service with its hourly, daily and weekly sell and buy rates, optionally limited to certain resources, clients or projects.

• Action
  Create Workspace

  Creates a Workspace on the Schedule

• Action
  Delete Billable Item

  Deletes a billable item from Sonderplan by its ID.

• Action
  Delete Booking

  Deletes a booking in Sonderplan by its ID.

• Action
  Delete Contact

  Delete a contact.

• Action
  Delete Invoice

  Delete an invoice.

• Action
  Delete Project

  Deletes a project in Sonderplan.

• Action
  Delete Quote

  Deletes a quote in Sonderplan by its ID.

• Action
  Delete Resource

  Delete a resource (staff/equipment resource).

• Action
  Delete Workspace

  Deletes a workspace in Sonderplan.

• Action
  Find Booking Status

  Returns up to 100 booking statuses that match the specified name, description or status IDs.

• Action
  Find Invoice

  Finds invoices by ID, number, status, project, date range or currency and returns their clients, line items and totals.

• Action
  Find Quote

  Finds quotes by ID, number, status, project, date range or currency and returns their clients, line items and totals.

• Action
  Find Resource

  Finds a Resource.

• Action
  Find Service

  Finds services (rate schemes) by ID and returns their rates, currency and the resources, clients and projects they apply to.

• Action
  Update Billable Item

  Updates a Billable Item

• Action
  Update Booking

  Updates an existing booking in Sonderplan. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates a contact

• Action
  Update Project

  Updates an existing project.

• Action
  Update Resource

  Updates a Resource to be added to Bookings

• Action
  Update Service

  Updates an existing service (a Sonderplan service rate scheme). Only the fields you fill in are changed.

• Action
  Update Workspace

  Updates a Workspace that contains a set of Resources

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