Connect Evoliz and Specter

Both apps 54Evoliz 28Specter 26

• 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 Acquisition

  Triggers when Specter records a new acquisition.

• Trigger
  New Funding Round

  Triggers when Specter records a new funding round at any company.

• Trigger
  New IPO

  Triggers when Specter records a new IPO.

• Trigger
  New Strategic Intelligence

  Triggers when Specter detects a new investor-interest signal (strategic intelligence) about a company or person.

• Trigger
  New Strategic Intelligence in Saved Search

  Triggers when an investor-interest saved search in Specter gets new results.

• Trigger
  New Talent Signal

  Triggers when Specter detects a new talent signal, such as a founder going into stealth or an executive changing roles.

• Trigger
  New Talent Signal in Saved Search

  Triggers when a talent saved search in Specter gets new results.

• Action
  AI Search

  Searches Specter with a plain-English query and returns matching records.

• Action
  Create Company List

  Creates a new company list and returns its ID.

• Action
  Delete Company List

  Permanently deletes a company list.

• Action
  Enrich Company

  Looks up a company by its domain or website and returns Specter's full company record.

• Action
  Enrich Investor

  Looks up investors by website and/or name and returns matching Specter investor records.

• Action
  Enrich Person

  Looks up a person by LinkedIn URL and returns their Specter professional profile.

• Action
  Enrich Person by Email

  Resolves an email address to the most probable person and returns their Specter profile.

• Action
  Get Company

  Returns the full Specter record for one company by its Specter company ID.

• Action
  Get Company Employees

  Returns the founders and employees Specter has on file for a company.

• Action
  Get Company Funding Rounds

  Returns a company's funding rounds, newest first, with participating investors.

• Action
  Get Credit Balance

  Returns your team's Specter API credit limit, usage and remaining balance.

• Action
  Get Funding Round

  Returns one funding round by its Specter ID, with the company and investors.

• Action
  Get Investor

  Returns the full Specter investor record by investor ID.

• Action
  Get Person

  Returns the full professional profile of a person by Specter person ID.

• Action
  Get Person Email

  Returns a contactable email address for a person.

• Action
  List Company Lists

  Returns the company lists your API key can reach.

• Action
  List Saved Searches

  Returns the saved searches your API key can reach, with their new and total result counts.

• Action
  Search Entities by Name

  Fuzzy-matches a name across Specter companies, people and investors.

• Action
  Update Company List

  Adds and/or removes companies in an existing company list.

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