Connect Evoliz and Valuecase

Both apps 45Evoliz 28Valuecase 17

• 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 Form Completed

  Triggers when a form in a Space is completed.

• Trigger
  New Space Created

  Triggers when a new Space is created.

• Action
  Add External ID to Space

  Links a Space to a record in another system by attaching an external ID.

• Action
  Archive Space

  Archives a Space, or restores an archived Space to active.

• Action
  Create or Update Form Submission

  Answers a question on a form, saving it as a draft or completing the submission.

• Action
  Create Space

  Creates a new Space from a template, personalized for a customer company and contact.

• Action
  Delete Space

  Deletes a Space.

• Action
  Get Space by Slug

  Finds a Space by its URL slug.

• Action
  List Form Submissions

  Returns the submissions of a form.

• Action
  List Spaces

  Returns Spaces, optionally filtered by company/Space name and active or archived state.

• Action
  Remove External ID from Space

  Removes an external record ID link from a Space.

• Action
  Return All Custom Properties of Space

  Returns all custom properties set on a Space.

• Action
  Return All Forms for Space

  Returns all forms in a Space, completed or not.

• Action
  Return External IDs by Space ID

  Returns the external record IDs linked to a Space.

• Action
  Return Spaces by External ID

  Returns Spaces linked to a record in another system by its external ID.

• Action
  Update Space

  Changes a Space's owner and whether participants may share it or download files.

• Action
  Update Space Custom Property

  Sets the value of a custom property on a Space.

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