Evoliz and Salesflare
How to connect Evoliz
- Via Zapier — 47 operations available. Set it up ↗
What you can automate
- When new Account in Evoliz, find or create account in Salesflare.
- When new Client in Evoliz, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Client Contact in Evoliz, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in Evoliz, create opportunity, then find or create contact in Salesflare.
- When new Payment in Evoliz, create opportunity, then find or create contact in Salesflare.
- When new Quote in Evoliz, create opportunity in Salesflare.
About Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Evoliz operations on Zapier
Triggers (16)
Start a workflow when this happens
- New Account — Triggers when a new account is created.
- New Advance — Triggers when a new advance is created.
- New Article — Triggers when a new article is created.
- New Bank Item — Triggers when a new bank item is created.
- New Client — Triggers when a new client is created.
Show 11 more triggers
- New Client Contact — Triggers when a new client contact is created.
- New Credit — Triggers when a new credit is created.
- New Delivery — Triggers when a new delivery is created.
- New Event — Triggers when an event occurs.
- New Expense — Triggers when a new expense is created.
- New Invoice — Triggers when a new invoice is created.
- New Invoice (Unpaid) — Triggers when a new invoice's payment is late.
- New Payment — Triggers when a new payment is created.
- New Quote — Triggers when a new quote is created.
- New Sale Order — Triggers when a new sale order is created.
- New Supplier — Triggers when a new supplier is created.
Actions (23)
Things Salesflare can make it do
- Create Account — Creates a account
- Create Article — Creates a Article
- Create Client — Creates a Client
- Create Contact Client — Creates a Contact Client
- Create Contact Prospect — Creates a Contact Prospect
Show 18 more actions
- Create Expense — Creates an Expense
- Create Invoice — Creates an Invoice
- Create Payment — Creates a Payment to an Invoice.
- Create Prospect — Creates a Prospect
- Create Quote — Creates a Quote
- Create Sale Order — Creates a Sale Order
- Find or Create Article — Finds an Article
- Find or Create Client — Finds a Client
- Find or Create Contact Client — Finds a Contact Client
- Find or Create Invoice — Finds an Invoice
- Find or Create Sale Order — Finds a Sale Order
- Invoice Quote — Invoices a Quote
- Invoice Sale Order — Invoices a Sale Order
- Save Invoice — Saves an Invoice
- Send Invoice — Sends an Invoice
- Send Quote — Sends a Quote by email
- Update Article — Updates an existing article. Replaces only data that is set.
- Update Client — Updates an existing client. Replaces only data that is set.
Searches (8)
Look up existing records
- Find Article — Finds an Article
- Find Client — Finds a Client
- Find Contact Client — Finds a Contact Client
- Find Invoice — Finds an Invoice
- Find Quote — Finds a Quote by Document Number
Show 3 more searches
- Find Sale Order — Finds a Sale Order
- Find Supplier — Finds a Supplier
- Find User — Finds a User by Id
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