# Connect Evoliz and TextIt

When **New Account** fires in [Evoliz](https://apiant.ai/connections/evoliz), your agent runs **Add contact** in [TextIt](https://apiant.ai/connections/textit), or **New contact** in TextIt to **Create Contact Client** in Evoliz. Describe the whole flow and it is built, tested on every scenario and kept running.

Evoliz **5** triggers Evoliz **23** actions TextIt **2** triggers TextIt **12** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Evoliz and TextIt to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What Evoliz and TextIt can do together

### From Evoliz to TextIt

- When **New Account** in Evoliz then **Add contact** in TextIt
- When **New Article** in Evoliz then **Add contact field** in TextIt

### From TextIt to Evoliz

- When **New contact** in TextIt then **Create Contact Client** in Evoliz
- When **New message** in TextIt then **Create Contact Prospect** in Evoliz

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Evoliz and TextIt

## Triggers and actions 7 triggers · 35 actions

- 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 your TextIt workspace, optionally only contacts in a chosen group.

- Trigger

**New message**

Triggers when a new message is sent or received in your TextIt workspace, optionally limited to a folder or label.

- Action

**Add broadcast**

Creates and sends a new message broadcast to contacts, phone numbers/URNs or contact groups.

- Action

**Add contact**

Creates a new contact in your TextIt workspace with a name, language, URNs (phone, email, etc.), groups and contact field values.

- Action

**Add contact field**

Creates a new custom contact field in your TextIt workspace.

- Action

**Add group**

Creates a new contact group in your TextIt workspace.

- Action

**Delete contact**

Deletes a contact, identified by its UUID or one of its URNs.

- Action

**Find contacts**

Finds contacts by UUID, URN, group or modification date and returns the matching contacts.

- Action

**Find messages**

Returns messages in your TextIt workspace, filtered by message, folder, label or creation date, most recent first.

- Action

**List broadcasts**

Returns the broadcasts sent from your TextIt workspace, most recent first, optionally filtered by broadcast id or creation date.

- Action

**List contact fields**

Returns the custom contact fields defined in your TextIt workspace, with each field's key, name and data type.

- Action

**Perform contact action**

Performs a bulk action on up to 100 contacts: add to or remove from a group, block, unblock, interrupt active flow runs, or permanently delete.

- Action

**Start Flow**

Starts contacts, groups or URNs down a TextIt flow and returns the created flow start.

- Action

**Update contact**

Updates an existing TextIt contact, identified by its UUID or one of its URNs. Only the values you fill in are changed.

## Each app on its own

- [ **Evoliz** Evoliz is an invoicing and management software designed for small businesses but also their accountants.](https://apiant.ai/connections/evoliz)
- [ **TextIt** TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.](https://apiant.ai/connections/textit)

Reviews

## What our customers say

## More from Evoliz

- [ **Evoliz to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/evoliz-to-hubspot)
- [ **Evoliz to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/evoliz-to-salesforce)
- [ **Evoliz to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/evoliz-to-slack)
- [ **Evoliz to Google Sheets** Google Sheets](https://apiant.ai/connect/evoliz-to-google-sheets)
- [ **Evoliz to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/evoliz-to-gmail)
- [ **Evoliz to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/evoliz-to-google-calendar)

## More into TextIt

- [ **HubSpot to TextIt** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-textit)
- [ **Salesforce to TextIt** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-textit)
- [ **Slack to TextIt** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-textit)
- [ **Google Sheets to TextIt** Google Sheets](https://apiant.ai/connect/google-sheets-to-textit)
- [ **Gmail to TextIt** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-textit)
- [ **Google Calendar to TextIt** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-textit)

Questions

## Evoliz and TextIt, answered

###

### What can start an automation from Evoliz?

Any of Evoliz's 5 triggers in the catalog, including New Account, New Article, New Client and New Client Contact. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in TextIt when something happens in Evoliz?

Any of TextIt's 12 actions, including Update contact, Add broadcast, Add contact and Add contact field. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from TextIt to Evoliz?

Yes. When something happens in TextIt, your agent can act in Evoliz too. This page covers both directions: TextIt's triggers and Evoliz's actions are listed here as well.

###

### Do I have to build a connector for Evoliz or TextIt?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.
