Connect Evoliz and TIMIFY

Both apps 56Evoliz 28TIMIFY 28

• 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
  Appointment Updated

  Triggers when an upcoming appointment is created or changed in TIMIFY.

• Trigger
  Customer Updated

  Triggers when a customer is created or updated in TIMIFY.

• Trigger
  New Appointment

  Triggers when a new appointment is created in TIMIFY (looks ahead one year).

• Trigger
  New Customer

  Triggers when a new customer is created in TIMIFY.

• Trigger
  New Resource

  Triggers when a new resource (employee, room, equipment) is created.

• Trigger
  New Service

  Triggers when a new service is created.

• Trigger
  Resource Updated

  Triggers when a resource is created or updated.

• Action
  Create Appointment

  Creates an appointment in TIMIFY.

• Action
  Create Customer

  Creates a customer in your TIMIFY company from a list of customer field values.

• Action
  Create Resource

  Creates a resource such as an employee, room or piece of equipment.

• Action
  Create Service

  Creates a bookable service.

• Action
  Create Tag

  Creates a tag for customers or appointments.

• Action
  Delete Appointment

  Deletes (cancels) an appointment.

• Action
  Delete Customer

  Deletes a customer.

• Action
  Delete Resource

  Deletes a resource.

• Action
  Delete Service

  Deletes a service.

• Action
  Get Appointment

  Returns one appointment by its ID.

• Action
  Get Customer

  Returns one customer by ID.

• Action
  Get Resource

  Returns one resource (employee, room, equipment) by ID.

• Action
  Get Service

  Returns one service by ID.

• Action
  List Appointments

  Returns appointments between two dates.

• Action
  List Customers

  Returns customers, optionally filtered by search text.

• Action
  List Resources

  Returns the company's resources.

• Action
  List Services

  Returns the company's services.

• Action
  Update Appointment

  Updates an existing appointment's time, service, resources or notes.

• Action
  Update Customer

  Updates a customer's field values.

• Action
  Update Resource

  Updates a resource.

• Action
  Update Service

  Updates a service.

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