Connect Evoliz and Text Request

Both apps 53Evoliz 28Text Request 25

• 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 Contact

  Triggers when a new contact is added to a dashboard.

• Trigger
  New Message

  Triggers when a text message is sent or received on a dashboard.

• Action
  Add custom field

  Creates a new custom field on a Text Request dashboard, which can then be set on contacts.

• Action
  Add group message

  Sends a group text message to selected groups and/or phone numbers from a dashboard, immediately, at a scheduled time, or on a recurring schedule.

• Action
  Add keyword

  Creates a new keyword on a Text Request dashboard, with an optional automatic reply sent when a contact texts it.

• Action
  Add payment

  Sends a payment request text to a contact for the given amount and returns the new payment.

• Action
  Add user

  Creates a new user in your Text Request account with the given name, email and password, optionally granting administrator rights or dashboard permissions.

• Action
  Create Group

  Creates a contact group on a dashboard.

• Action
  Create Tag

  Creates a contact tag on a dashboard.

• Action
  Delete Contact

  Deletes a contact from a dashboard by their phone number.

• Action
  Delete group

  Deletes a group from a dashboard. Contacts in the group are kept.

• Action
  Delete tag

  Deletes a contact tag from a Text Request dashboard. Contacts that carried the tag are not deleted.

• Action
  Find Contacts

  Finds contacts on a dashboard by name, phone number, tag or group.

• Action
  Get Contact

  Returns one contact on a dashboard by their phone number, including name, tags, groups, custom fields and message counts.

• Action
  Get dashboard

  Returns a dashboard (texting line) with its name, phone number and time zone.

• Action
  List custom fields

  Returns all custom fields defined for a Text Request dashboard (texting line), with each field's id and name.

• Action
  List Dashboards

  Returns every dashboard (texting phone line) in your Text Request account, with its ID, name and phone number.

• Action
  List Groups

  Returns all contact groups on a dashboard.

• Action
  List keywords

  Returns all keywords on a Text Request dashboard, with their auto-response, linked group and subscriber count.

• Action
  List messages

  Returns the text messages sent and received on a Text Request dashboard, optionally filtered by date range.

• Action
  List scheduled messages

  Returns the pending scheduled one-to-one messages for a dashboard, optionally filtered by send time or to recurring messages only.

• Action
  List tags

  Returns all contact tags defined on a Text Request dashboard, with each tag's name and color.

• Action
  List users

  Returns the users in your Text Request account, optionally filtered by email or external user ID.

• Action
  Send Message

  Sends a text message from a dashboard to a contact's phone number, now or at a scheduled time.

• Action
  Update group

  Renames a group on a Text Request dashboard and updates its notes.

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