Connect Evoliz and Trail

Both apps 40Evoliz 28Trail 12

• 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
  Task Completed

  Triggers when a task from the chosen Trail task templates is completed at any site.

• Action
  Create Task

  Creates a task at a Trail site from an automated task template, with an optional due window and description.

• Action
  Find Tasks

  Returns the Trail tasks due in a date range for the chosen task templates, with their status and completion details.

• Action
  Get Scores

  Returns Trail task-completion scores for each day, week or month in a date range, optionally filtered by site, area, tag or template.

• Action
  Get Task

  Returns one Trail task by its ID, including its checklist, comments and tags.

• Action
  Get Task Checklists

  Returns the checklist items and their completion status for the given Trail tasks.

• Action
  Get Task Comments

  Returns the comments left on the given Trail tasks.

• Action
  Get Task Record Logs

  Returns the record logs (recorded readings and values) for the given Trail tasks.

• Action
  List Areas

  Returns all areas (groups of sites) in your Trail account.

• Action
  List Sites

  Returns all sites (locations) in your Trail account.

• Action
  List Tags

  Returns all tags in your Trail account.

• Action
  List Task Templates

  Returns all task templates in your Trail account.

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