Airtable + Evoliz

Create Airtable records with line item support for new credits in Evoliz

Streamline your financial records management with this efficient workflow. Every time a new credit is recorded in your Evoliz system, this process will directly create records within your Airtable account, including supportive line items. This simplifies complex tasks, helps to maintain accurate record-keeping, and enhances financial tracking efficiency within your organization. This automation is perfect for the financial teams aiming for precision and productivity in their operations.

When this happens...
New Credit
Triggers when a new credit is created.
TriggerScheduled
automatically do this!
Create Records (Advanced)
Create up to 10 new records (supports line items).
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Article
Triggers when a new article is created.
Trigger
Scheduled
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New Client
Triggers when a new client is created.
Trigger
Scheduled
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- Credit's status
- Payment method id
- Analytic axis id
- Client id
Trigger
Scheduled
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New Event
Triggers when a new event is created.
Trigger
Scheduled
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- Invoice's status.
- Payment method id.
- Analytic axis id
- Client id
Trigger
Scheduled
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- Payment's type
- Payment method id
- Linked client Id
Trigger
Scheduled
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- Order's status
- Payment method id
- Analytic axis id
- Client id
Trigger
Scheduled
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- Account numberRequired
- Account labelRequired
Action
Write
- Client code
- Client nameRequired
- Client typeRequired
- PostcodeRequired
- TownRequired
- Iso2 country codeRequired
- Address line 1
- Address line 2
- Delivery Postcode
- Delivery Town
- Delivery Iso2 country code
- Delivery Address line 1
- Delivery Address line 2
- Bank name
- Bank account details
- International Bank Account Number
- Bank Identifier Code (BIC, SWIFT)
- Client phone number
- Client mobile number
- Client website URL
- Client legal form
- Client business Number (SIRET)
- Client intra-community VAT number
- Client activity number
- Client immatriculation number
Action
Write
- The prospect's id to attach the contact toRequired
- Contact last nameRequired
- Contact client civility
- Contact first name
- Contact profil
- Contact email
- Primary phone label
- Primary phone number
- Secondary phone label
- Secondary phone number
- Tertiary phone label
- Tertiary phone number
Action
Write
- External Document numberRequired
- Document dateRequired
- The client's id to attach the invoice toRequired
- Payment term identifierRequired
- Object on the document
- Penalty rate, prohibited if no_penalty is true
- Define the display of legal mention about penalty rate on the created document
- Use legal mention about recovery indemnity
- Discount rate, prohibited if no_discount_term is true
- Define the display of the no discount applicable legal mention
- Payment type identifier
- Comments on the invoice with html
- Invoice rebate
- Execution date of payment terms
- Indicate whether to include sale general conditions in the document PDF or not
- Analytic axis id
- Item designation with html
- Item quantity
- Item unit price excluding vat
- Item reference with html
- Quantity unit
- Item VAT rate
- Item rebate
- Item sale classification id
- Article unique identifier
Action
Write
- Prospect nameRequired
- PostcodeRequired
- TownRequired
- Country ISO2 codeRequired
- Address line 1
- Address line 2
- Prospect activity number
- Prospect business Number (SIRET)
- Prospect intra-community VAT number
- Prospect phone number
- Prospect mobile number
- Prospect website URL
- Comments on this prospect
Action
Write
- External Document numberRequired
- Document dateRequired
- The client's id to attach the sale order toRequired
- Payment term identifierRequired
- Object on the document
- Penalty rate
- Use legal mention about penalty rate
- Use legal collection cost
- Discount rate, prohibited if no_discount_term is true
- No relevant discount rate
- Payment type identifier
- Comments on the sale order with html
- Withdrawal period
- Delivery date of the document
- Sale order rebate
- Indicate whether to include sale general conditions in the document PDF or not
- Analytic axis id
- Item designation with html
- Item quantity
- Item unit price excluding vat
- Item reference with html
- Quantity unit
- Item VAT rate
- Item rebate
- Item sale classification id
- Article unique identifier
Action
Write
- Order idRequired
Action
Write
- Invoice IdRequired
- Email recipient addressRequired
- Send copy to your user email address
- Subject of the email.
- Body of the email in txt or Html
- Send signature of your company in the email
- Add the PDF document as an attachment
- Contact client civility
- Contact last name
- Contact first name
Action
Write
- Article idRequired
- Article reference
- Article designation
- Article type
- Article quantity
- Article weight
- Article quantity unit
- Article unit price
- Article VAT rate
- Billing option
- Article purchase unit price, must be less than unit price vat excluded
- Article reference from the supplier
- Stock management for the article
- Article stocked quantity
Action
Write
- Filter articles by referenceRequired
Action
Search
- Search byRequired
- Search ContentRequired
Action
Search
- Document numberRequired
Action
Search
- Supplier code identifierRequired
Action
Search
- Article referenceRequired
- Article designationRequired
- Article type
- Article quantity
- Article weight
- Article quantity unit
- Article unit price
- Article VAT rate
- Billing option
- Article purchase unit price
- Article reference from the supplier
- Stock management for the article
- Article stocked quantity
Action
Search or write
- Search byRequired
- Search ContentRequired
- The client's id to attach the contact toRequired
- Contact last name

Airtable + Evoliz

Create Airtable records with line item support for new credits in Evoliz

Supported triggers and actions

New Account

New Article

New Client

New Credit

New Event

New Invoice

New Payment

New Sale Order

Create Account

Create Client

Create Contact Prospect

Create Invoice

Create Prospect

Create Sale Order

Invoice Sale Order

Send Invoice

Update Article

Find Article

Find Contact Client

Find Quote

Find Supplier

Find or Create Article

Find or Create Contact Client