Connect Evoliz and Zoho Writer

Both apps 43Evoliz 28Zoho Writer 15

• 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 Document

  Triggers when a new document has been created.

• Trigger
  New Document Moved to Folder

  Triggers when document moved to folder.

• Action
  Add document

  Create a new blank document.

• Action
  Delete document

  Moves a Zoho Writer document to the Trash. It can be restored from the Trash for the vendor's retention period.

• Action
  Get document

  Get document details by id.

• Action
  Get Merge Job Report

  Returns the report of a merge job: its overall status and the per-record merged documents with their download links.

• Action
  Get Translation Job Status

  Returns the status of a document translation job and, once it is completed, the link to the translated document.

• Action
  List documents

  List documents in a folder or account.

• Action
  Merge a Document and Send via Webhook

  Merges a document with data from a source and sends it via a Webhook.

• Action
  Merge and Store

  Merges a document and stores it in a particular folder in Zoho WorkDrive.

• Action
  Merge a Template and Send Email

  Merges a template with data from a source and send mail.

• Action
  Translate document

  Translates a Zoho Writer document into another language and stores the translation in a folder. Returns a status link for the translation job.

• Action
  Update document

  Updates one property of a Zoho Writer document: its name, description, favourite flag, final state, lock, readiness or track changes.

• Action
  Upload Document With Text

  Uploads a document file.

• Action
  Upload Document With URL

  Uploads a document with the given URL

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