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Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from Evoliz.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Evoliz and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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 plan - New 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 plan - New 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 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- New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Activity Owner
- Organization
- Deal
- Lead
- Project
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization NameRequired
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity to UpdateRequired
- Activity Subject
- Activity Owner
- Organization
- Deal
- Lead
- Project
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Lead Value Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Person to UpdateRequired
- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
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.- PersonRequired
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Activity Type
- Created After
- Due Date After
- Due Date Before
- Organization
- Deal
- Lead
- Project
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
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 type
- Organization NameRequired
- Organization Address
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 type
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
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 TermRequired
- Exact Match?
- Assignee
- ProjectRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task
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 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 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 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 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- Copy
- FilterRequired
- Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Filter ID
- Status
- Board ID
- Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- PersonRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IdRequired
- Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FollowerRequired
- Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Project
- Pin note to organization
- Lead
- Pin note to lead
- Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Deal IDRequired
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization to UpdateRequired
- Organization Name
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- ProductRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Title
- Project
- Description
- Done
- Due Date
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
- Activity Type
- Created After
- Due Date After
- Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search By
- Search TermRequired
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
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 type
- Person Name
- Email Addresses
- Phone Numbers
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 By
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
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
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Connect Evoliz and Pipedrive to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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