Connect Evoliz and Sunwise

Both apps 50Evoliz 28Sunwise 22

• 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
  Created Project

  Triggers when a new project is created in Sunwise.

• Trigger
  New Contact

  Triggers when a new contact is created in Sunwise.

• Trigger
  Updated Contact

  Triggers when a contact is created or its details change in Sunwise.

• Action
  Add Contact Tracking

  Logs a follow-up activity (call, email, visit, message) against a Sunwise contact, with an optional reminder.

• Action
  Add Proposal

  Creates a new proposal inside an existing Sunwise project, optionally from a preset plan and optionally generated right away.

• Action
  Add Report

  Creates a new report for a project from one of its historical records.

• Action
  Create or Update Contact

  Creates a contact in Sunwise with name, email and telephone.

• Action
  Get All Proposals for a Project

  Returns every proposal in a project along with its contact.

• Action
  Get Contact

  Returns a single Sunwise contact by its ID, including name, email, telephone, company and status.

• Action
  Get Favorite Proposal ID

  Returns the favorite proposal of a project.

• Action
  Get Project

  Returns a Sunwise project by its ID, including its location, contact, agent and favorite commercial offer.

• Action
  Get Proposal

  Returns the details of one proposal.

• Action
  List Contacts

  Returns the contacts visible to the connected account, optionally filtered by text, agent, status or contact status.

• Action
  List Contact Trackings

  Returns all tracking records (follow-ups) for a contact, most recent first, each with its comments.

• Action
  List Presets

  Returns all active proposal presets (plans) for your Sunwise company.

• Action
  Search Contacts

  Searches active contacts matching the given text and returns the matches.

• Action
  Search Projects

  Searches active projects matching the given text and returns the matches.

• Action
  Search Project Summaries

  Searches active project summaries matching the given text and returns the matches.

• Action
  Search Proposals

  Searches active proposals matching the given text and returns the matches.

• Action
  Search Proposal Summaries

  Searches active proposal summaries matching the given text and returns the matches.

• Action
  Search Reports

  Searches active reports matching the given text and returns the matches.

• Action
  Update Contact

  Updates an existing Sunwise contact's name, email, telephone and details.

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