Connect Evoliz and TidyCal

Both apps 44Evoliz 28TidyCal 16

• 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 Team

  Triggers when a new team you have access to appears in your TidyCal account.

• Action
  Add contact

  Creates a new contact in your TidyCal account with a name, email and optional timezone.

• Action
  Add guest to booking

  Adds a guest to an existing upcoming booking. The guest gets their own linked booking at the same time and location and receives a confirmation email.

• Action
  Cancel booking

  Cancels a TidyCal booking, optionally with a reason and without notifying the booker and host. Returns the cancelled booking.

• Action
  Delete booking type

  Deletes a booking type from your TidyCal account. Team-managed copies of a booking type cannot be deleted.

• Action
  Get booking

  Returns a single TidyCal booking by its ID, including its contact, booking-question answers, payment, add-ons, refund status and hosts.

• Action
  Get booking type

  Returns a single booking type, including its title, duration, price, booking URL and availability settings.

• Action
  Get contact

  Returns a single TidyCal contact by its id, including name, email, phone number, timezone and timestamps.

• Action
  List available timeslots

  Returns the open times a client can book for one of your booking types between two dates, with how many bookings each slot can still take.

• Action
  List bookings

  Returns the bookings on your TidyCal account, optionally limited to a date range, to cancelled bookings only, or including team bookings.

• Action
  List booking types

  Returns every booking type (event type) on the connected TidyCal account, including its title, duration, price and booking URL.

• Action
  List contacts

  Returns the contacts in your TidyCal account, optionally only those whose name or email starts with given text.

• Action
  List teams

  Returns the TidyCal teams the connected account has access to, with each team's id, name and created/updated times.

• Action
  Reschedule booking

  Moves an existing TidyCal booking to a new start time, keeping the booking type's duration. Returns the updated booking.

• Action
  Update booking type

  Updates an existing booking type in TidyCal. Only the details you fill in are changed; everything else keeps its current value.

• Action
  Update contact

  Updates an existing TidyCal contact's name, email, phone number or timezone. Only the fields you fill in are changed.

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