Create new Evoliz prospects from updated HubSpot contacts in list
This workflow starts when a new contact is added in your HubSpot list, instantly creating a prospect in your Evoliz application. Streamline your sales process and save time by ensuring that every new potential client in HubSpot is updated directly to Evoliz. It's an effective solution for easier management of your customer relationships while reducing manual data transfer.
- When this happens...

New Contact in ListTriggers when a contact is added to the specified list. (Marketing Hub Starter plans and above).TriggerInstant - automatically do this!

Create ProspectCreates a ProspectActionWrite
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- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Object TypeRequired
- Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Blog UrlRequired
- Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New DealTriggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Property NameRequired
- Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Object TypeRequired
- Property NameRequired
- Additional Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Property NameRequired
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create CompanyCreates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create AssociationsCreates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Halt task if any associations error occurred
- Engagement TypeRequired
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Social Media ChannelRequired
- Message ContentRequired
- When
- Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Note
- NameRequired
- Company
- Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Delete CRM ObjectDeletes a CRM object from HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Line_itemCreates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Contact Email AddressRequired
- Event IDRequired
- Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Get CRM ObjectGets a CRM object from HubSpot by ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create TicketCreates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update ContactUpdate a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update Line_itemUpdate a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update ProductUpdate a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- FilenameRequired
- Access levelRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find AssociationsFind associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your app- Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New AccountTriggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ArticleTriggers when a new article is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ClientTriggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Credit's status
- Payment method id
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Element type where the event occured
- Event action
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Invoice's status.
- Payment method id.
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Payment's type
- Payment method id
- Linked client Id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Order's status
- Payment method id
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Account numberRequired
- Account labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Filter articles by referenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search byRequired
- Search ContentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Supplier code identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search byRequired
- Search ContentRequired
- The client's id to attach the contact toRequired
- Contact last nameRequired
- Contact emailRequired
- Contact client civility
- Contact first name
- Contact profil
- Contact consent informations
- Primary phone label
- Primary phone number
- Secondary phone label
- Secondary phone number
- Tertiary phone label
- Tertiary phone number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Document numberRequired
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Email Subscriptions TimelineTriggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Contact ListRequired
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Object TypeRequired
- Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Contact EmailRequired
- Subscription TypesRequired
- Legal Basis Explanation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create ContactCreates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create CRM ObjectCreates a CRM object in HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- List NameRequired
- Object TypeRequired
- Processing TypeRequired
- Folder ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create DealCreates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Workflow NameRequired
- Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Line_item IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ticket IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Blog URLRequired
- Blog AuthorRequired
- Publish This Post?Required
- Blog Post URLRequired
- Blog Post TitleRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create ProductCreates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Remove AssociationsRemoves associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- FormRequired
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update CompanyUpdate a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update DealUpdate a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update CRM ObjectUpdates a CRM object in HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update TicketUpdate a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Note
- Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find CRM ObjectFinds CRM objects by searching with filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner emailRequired
- Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner IdRequired
- Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- NameRequired
- Note
- Company
- Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Advance's status
- Payment method id
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Bank item bank id
- Search param
- Bank item movement
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Client ContactTriggers when a new client contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Delivery's status
- Payment method id
- Analytic axis id
- Delivery's client id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Expense's status
- Payment method id
- Analytic axis id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Invoice (Unpaid)Triggers when a new invoice's payment is late.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Quote's status
- Payment method id
- Analytic axis id
- Organization's type
- Quote's client id
- Quote's prospect id
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New SupplierTriggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The client's id to attach the contact toRequired
- Contact last nameRequired
- Contact emailRequired
- Contact client civility
- Contact first name
- Contact profil
- Contact consent informations
- Primary phone label
- Primary phone number
- Secondary phone label
- Secondary phone number
- Tertiary phone label
- Tertiary phone number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The supplier's id to attach the buy toRequired
- The buy total including vatRequired
- Document dateRequired
- Label of the buyRequired
- Document number
- External document number written on the document
- Payment term identifier
- Payment type identifier
- Item total excluding vatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IdRequired
- Payment entry dateRequired
- Payment labelRequired
- Payment method idRequired
- Payment amountRequired
- Comments on the payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External Document numberRequired
- Document dateRequired
- The client's id to attach the quote to
- The prospect's id to attach the quote to
- 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 quote with html
- Validity duration of the document in days
- Delivery date of the document
- Quote 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Draft Invoice IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
- Client code
- Client name
- Client type
- Address line 1
- Address line 2
- Postcode
- Town
- Country
- Delivery Address line 1
- Delivery Address line 2
- Delivery Postcode
- Delivery Town
- Delivery Country
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client code identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- UserIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client codeRequired
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Document numberRequired
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related Zap Templates
- Create Evoliz clients from new HubSpot contacts
- Create clients in Evoliz from newly created or updated companies in HubSpot
- Create prospects in Evoliz when new or updated companies are added in HubSpot
- Create new Evoliz clients from new HubSpot companies
- Create prospects in Evoliz from new HubSpot contacts




