Connect Evoliz to Virtualbadge.io

Both apps 44Evoliz 28Virtualbadge.io 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.

• Action
  Add credential collection

  Creates a credential collection that groups certificates and badges.

• Action
  Create a Training

  Creates a training in Virtualbadge.io that participants can be added to and issued certificates from.

• Action
  Delete recipient

  Deletes a recipient from a certificate or badge.

• Action
  Get certificate

  Returns a certificate or badge by its ID, including its name, status, issuer, recipient count, dynamic fields and metadata.

• Action
  Get credential collection

  Returns one credential collection by its id, including its name, sharing setting and the credentials in it.

• Action
  Get recipient

  Returns a recipient of a certificate by ID, including their details, email status and certificate links.

• Action
  Get training

  Returns a single training by its ID, including its status, date, trainer, certificates, collections and form details.

• Action
  List certificates

  Returns the certificates and badges in your organisation, newest first, optionally filtered by type, status, shared collection or user access.

• Action
  List credential collections

  Returns the credential collections in your organisation, most recently added first, optionally filtered by shared status or by a user's access.

• Action
  List recipients

  Returns the certificate and badge recipients in your organisation, most recently added first, optionally filtered by certificate, email status, email or a metadata value.

• Action
  List training participants

  Returns the participants of a training, most recently added first, with their status, form answers, dynamic fields and metadata.

• Action
  List trainings

  Returns all trainings in your organisation, with the most recently added first.

• Action
  Revoke recipient

  Revokes a recipient's certificate so it can no longer be validated or distributed. Revocation is final, and the updated recipient is returned.

• Action
  Send email to recipient

  Sends the certificate email to a recipient and returns the updated recipient. Emails cannot be sent to voided, revoked or disabled recipients, and at most 10 times per recipient.

• Action
  Update certificate

  Updates a certificate or badge's description and custom metadata, and returns the updated certificate.

• Action
  Update training

  Updates a draft training's name, date, trainer, certificates, delivery options and forms, and returns the updated training.

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