Connect Evoliz and Teamleader Focus

Both apps 51Evoliz 28Teamleader Focus 23

• 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
  Deal Accepted

  Triggers when a deal is accepted.

• Trigger
  Invoice Paid

  Fires when a payment is registered on a Teamleader Focus invoice (vendor event invoice.paymentRegistered).

• Trigger
  New Company

  Triggers when a new Company is added.

• Trigger
  New Contact

  Triggers when a new contact is added.

• Trigger
  New Deal

  Triggers when a new deal is created.

• Action
  Add invoice

  Drafts a new invoice in Teamleader Focus.

• Action
  Add quotation

  Creates a quotation on a Teamleader Focus deal.

• Action
  Add task

  Create a task.

• Action
  Book Invoice

  Books a draft Teamleader Focus invoice, giving it an invoice number and making it outstanding.

• Action
  Create Company

  Creates a new company.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Deal

  Creates a new deal.

• Action
  Find Company

  Returns up to 100 companies that match the specified search term, email, VAT number, tags or other criteria.

• Action
  Get company

  Get details for a single company in Teamleader Focus.

• Action
  Get contact

  Get a contact by id.

• Action
  Get deal

  Get details for a single deal.

• Action
  Get Invoice

  Returns one Teamleader Focus invoice with its customer, lines, totals and status.

• Action
  Get Task

  Returns one Teamleader Focus task with its title, description, due date, work type and assignee.

• Action
  Link Contact to Company

  Links an existing contact to an existing company, optionally setting the contact's position and whether they are a decision maker there.

• Action
  Update company

  Update an existing company in Teamleader Focus. Only the fields you fill in are changed.

• Action
  Update contact

  Update a contact.

• Action
  Update deal

  Update a deal.

• Action
  Win deal

  Marks a Teamleader Focus deal as won.

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