Evoliz + Karlia
Create new Evoliz invoices from new Karlia invoices
Streamline your invoice processing with this efficient workflow. When a new invoice is created in Karlia, it will instantly create a corresponding invoice in Evoliz. This automation ensures no important financial information falls between the cracks, saving you time and preventing potential mistakes in your accounting.
Streamline your invoice processing with this efficient workflow. When a new invoice is created in Karlia, it will instantly create a corresponding invoice in Evoliz. This automation ensures no important financial information falls between the cracks, saving you time and preventing potential mistakes in your accounting.
- When this happens...
New InvoiceTriggers when a new invoice is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create InvoiceCreates an Invoice
ActionWriteCreate a new record or update an existing record in your app.
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New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Customer
Triggers when a customer is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier
Triggers when a supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Contact
Triggers when a contact is delete.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Opportunity
Triggers when an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Opportunity Column Number
Triggers when a column number of an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Quote
Triggers when a quote is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Order
Triggers when a order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Delivery
Triggers when a new delivery is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Delivery
Triggers when a delivery is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Product
Triggers when a product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Equipment
Triggers when an equipment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase
Triggers when a new purchase is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Purchase
Triggers when a purchase is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier Order
Triggers when a supplier order is updated..
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Suppler Delivery
Triggers when a new supplier delivery is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier Delivery
Triggers when a supplier delivery is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier Invoice
Triggers when a supplier invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Event
Triggers when an event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Note
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Task
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Time
Triggers when a time is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Project
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Task
Triggers when a project task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Task Column Number
Triggers when a column number of a project task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Subtask
Triggers when a new project subtask is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Subtask Status
Triggers when a project subtask status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when a new ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Ticket Status
Triggers when a ticket status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer / SupplierRequired
Civility
Firstname
LastnameRequired
Position Title
Email
Phone
Mobile
Description
Client Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type
Do you want to add the document in a new opportunity ?Required
Proposal description
Status
Title
Document date
Customer reference
Description
Payment by Stripe
Document template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Type
Project
Start Date
End Date
Title
Description
Privacy
Visibility in the agenda
Used in times
Time Type
Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Project
Date
Title
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Reference
Category
Description
Sales price HT
VAT
Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Section
Starting date
Due date
Time estimated
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Pipeline
Title
Priority
Group
User assigned
Skill
Customer
Contact
Opportunity
Project
Equipment
User shared
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Is it a Customer Contact or a Supplier Contact?Required
ContactRequired
Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EquipmentRequired
Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Custom field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket
Custom field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quick Search
Prospect
Type
Status
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Status
Title
Document date
Expiration date
Payment condition
Customer reference
Description
Payment by Stripe
Document template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Type
Project
Start Date
End Date
Title
Description
Privacy
Visibility in the agenda
Used in times
Time Type
Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Project
Date
Title
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Title
Reference
Category
Description
Sales price HT
VAT
Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Status
Section
Starting date
Due Date
Time estimated
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SupplierRequired
Name
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Title
Priority
Group
User assigned
Skill
Customer
Contact
Opportunity
Project
Equipment
User shared
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Do you want an advanced search ?
ActionThis is an event a Zap performs.SearchFind existing data in your appDo you want an advanced search ?
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appid_projectRequired
idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDo you want an advanced search ?
Customer / SupplierRequired
Civility
Firstname
LastnameRequired
Position Title
Email
Phone
Mobile
Description
Client 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 foundSearch by Customer or Supplier
And/or Status
And/or Condition
And/or Title
PipelineRequired
CustomerRequired
Title
Step
Client Manager
Status
Condition
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 Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Article
Triggers when a new article is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCredit'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 planElement 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 planInvoice'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 planPayment'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 planOrder'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 planAccount 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 appSearch byRequired
Search ContentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier code identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appArticle 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 foundSearch 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 foundDocument 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
Update Customer
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier
Trigger when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier
Triggers when a supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Triggers when a contact is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Opportunity Status
Triggers when an opportunity status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Opportunity
Triggers when an opportunity is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Order
Triggers when an order is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Delivery
Triggers when a delivery is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Invoice
Triggers when an invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Equipment
Triggers when a new equipment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Equipment
Triggers when an equipement is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Purchase
Triggers when a purchase is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier Order
Triggers when a new supplier order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier Order
Triggers when a supplier order is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier Delivery
Triggers when a supplier delivery is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier Invoice
Triggers when a new supplier invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier Invoice
Triggers when a supplier invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Event
Triggers when an event is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Note
Triggers when a note is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Task
Triggers when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time
Triggers when a new time is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Time
Triggers when a time is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project
Triggers when a project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Task
Triggers when a new project task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Task Status
Triggers when a project task status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Project Task
Triggers when a project task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Subtask
Triggers when a project subtask is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Project Subtask
Triggers when a project subtask is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Ticket
Triggers when a ticket is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Ticket
Triggers when a ticket is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TypeRequired
Status
Phone
Mobile
Email
Address
ZIP code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Reference
Description
Serial number
Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier
Status
Reference
Expense date
Due date
Description
Chart of accounts
Total HT
VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
CustomerRequired
Title
Step
Client Manager
Status
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
UserRequired
Columns
Customer / Supplier
Opportunity
Starting date
Due date
Status
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Column number
Description
Priority
Starting date
Due Date
Time estimated
User
Customer / Supplier
Opportunity
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Type
Project
Start Date
End Date
Title
Description
Privacy
Visibility
Used in times
Time type
Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Project
Customer / Supplier
Opportunity
Type
Billable time
Date
Time done
Planned time
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity
Custom Field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier
Custom Field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Civility
Firstname
Lastname
Position Title
Email
Phone
Mobile
Description
Client Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Type
Status
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EquipmentRequired
Title
Reference
Serial Number
Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ExpenseRequired
Supplier
Status
Reference
Expense date
Due date
Description
Chart of accounts
Total HT
VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
Pipeline
Title
Step
Client Manager
Status
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
title
User
Columns
Customer / Supplier
Opportunity
Starting date
Due Date
Status
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Column number
Descritpion
Priority
Starting Date
Due date
Time estimated
User
Customer / Supplier
Opportunity
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Type
Project
Start Date
End Date
Title
Description
Privacy
Visibility
Used in times
Time Types
Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Do you want an advanced search ?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by Customer or Supplier
And/or Status
And/or Condition
And/or Title
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appid_projectRequired
id_taskRequired
idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDo you want an advanced search ?
TypeRequired
Status
Phone
Mobile
Email
Address
ZIP code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDo you want an advanced search ?
NameRequired
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAdvance'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 planBank 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 planNew Client Contact
Triggers 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 planDelivery'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 planExpense'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 planNew 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 planQuote'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 planNew Supplier
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planArticle 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 appDocument numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUserIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClient 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 foundDocument 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
About Evoliz
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