Connect Evoliz and WorkRamp

Both apps 48Evoliz 28WorkRamp 20

• 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
  Assignment Completed: Challenge

  Triggers when a user completes the selected challenge, returning the user, completion date, grade and pass status.

• Trigger
  Assignment Completed: Path

  Triggers when a user completes an assignment for the selected path.

• Trigger
  Assignment Completed: Scorm

  Triggers when a user completes an assignment for the chosen SCORM course.

• Trigger
  Assignment Created: Challenge

  Triggers when a user is newly assigned to the selected challenge.

• Trigger
  Assignment Created: Path

  Triggers when a user is assigned to the selected WorkRamp path.

• Trigger
  Assignment Created: Scorm

  Triggers when a user is assigned the selected SCORM course.

• Trigger
  Training Complete

  Triggers when a contact completes a training in your Customer Learning Cloud academy.

• Trigger
  User Created

  Triggers when a new user is created in your WorkRamp enterprise.

• Trigger
  User Deleted

  Triggers when a user in your WorkRamp enterprise is deleted.

• Action
  Add group

  Creates a new group in WorkRamp, optionally with initial member users.

• Action
  Delete contact

  Deactivates (soft-deletes) a contact in a WorkRamp Customer Learning Cloud academy.

• Action
  Delete user

  Deletes an existing user from your WorkRamp enterprise.

• Action
  Find User

  Returns the WorkRamp users that match an email address, a name or a custom attribute value.

• Action
  Get contact

  Returns a single contact from a WorkRamp Customer Learning Cloud academy, including name and email.

• Action
  List certifications

  Returns all certifications (badges) set up in your WorkRamp account.

• Action
  List events

  Returns the events in a WorkRamp academy, including each event's title, description, publication status and session counts.

• Action
  List groups

  Returns all groups in the WorkRamp enterprise, with each group's name and created and updated times.

• Action
  List guides

  Returns all guides in your WorkRamp account, including each guide's title, task count, test question count and tags.

• Action
  List paths

  Returns the learning paths in your WorkRamp enterprise, including each path's name, description, content counts and tags.

• Action
  List users

  Returns the users in your WorkRamp enterprise, optionally filtered by email, name or a custom attribute.

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