Connect Evoliz and Wodify Core

Both apps 49Evoliz 28Wodify Core 21

• 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/Updated Client

  Triggers when a client is added or an existing client is updated in Wodify.

• Trigger
  Tag Changed on Client

  Triggers when a client's tags change (a tag is added to or removed from a client).

• Action
  Add class reservation

  Reserves a spot in a class for a client, optionally as a recurring reservation.

• Action
  Add membership

  Creates a new membership for a client from a membership template. Values you leave blank are filled in from the template.

• Action
  Add Tag to Client

  Adds one or more tags to a Wodify client and returns the client's current tags.

• Action
  Add Tag to Lead

  Adds one or more tags to a Wodify lead and returns the lead's current tags.

• Action
  Add/Update Lead

  Creates a new lead in Wodify, or updates an existing lead when a Lead ID is supplied.

• Action
  Convert lead to client

  Converts a Lead into a Client. Any details you leave blank keep the Lead's existing values.

• Action
  Delete client

  Deletes an inactive Wodify client by its ID.

• Action
  Delete lead

  Deletes a lead record from Wodify by its ID.

• Action
  Find leads by criteria

  Searches your Wodify leads with a search query and returns the matching leads.

• Action
  Get Client

  Returns a Wodify client record by its id, including contact details, status, tags, memberships flags and custom field answers.

• Action
  Get Lead

  Returns a single Wodify lead record by its lead ID.

• Action
  Get membership

  Returns a single membership record by its membership ID.

• Action
  List clients

  Returns the clients in your Wodify account.

• Action
  List employees

  Returns the employees (staff and coaches) in your Wodify account.

• Action
  List invoices

  Returns the invoices in your Wodify gym, with amounts, status, due and paid dates, and the client or lead each one belongs to.

• Action
  List leads

  Returns the leads in your Wodify account, up to 100 at a time.

• Action
  List memberships

  Returns the memberships in your Wodify account, up to 100 at a time.

• Action
  Remove Tag From Client

  Removes one or more tags from a Wodify client and returns the client's remaining tags.

• Action
  Remove Tag From Lead

  Removes the given tags from a Wodify lead and returns the lead's remaining tags.

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