Airtable + Evoliz

Create records in Airtable for new quotes in Evoliz

Simplify your work process with this efficient workflow. When a new quote is created in Evoliz, it instantly generates a record in Airtable, keeping your data organized and up-to-date. This seamless integration between Evoliz and Airtable saves you time and ensures all your important information is consolidated in one place. Streamline your sales process by embracing this smart and efficient way of updating your records.

Simplify your work process with this efficient workflow. When a new quote is created in Evoliz, it instantly generates a record in Airtable, keeping your data organized and up-to-date. This seamless integration between Evoliz and Airtable saves you time and ensures all your important information is consolidated in one place. Streamline your sales process by embracing this smart and efficient way of updating your records.

  1. When this happens...
    EvolizEvoliz
    New Quote

    Triggers when a new quote is created.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Evoliz triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Evoliz triggers, actions, and search

    New Article

    Triggers when a new article is created.

    Trigger
    Scheduled
    Try It
  • Evoliz triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Scheduled
    Try It
    • Credit's status

    • Payment method id

    • Analytic axis id

    • Client id

    Trigger
    Scheduled
    Try It
    • Advance's status

    • Payment method id

    • Analytic axis id

    • Client id

    Trigger
    Scheduled
    Try It
    • Bank item bank id

    • Search param

    • Bank item movement

    Trigger
    Scheduled
    Try It
  • Evoliz triggers, actions, and search

    New Client Contact

    Triggers when a new client contact is created.

    Trigger
    Scheduled
    Try It
    • Delivery's status

    • Payment method id

    • Analytic axis id

    • Delivery's client id

    Trigger
    Scheduled
    Try It
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

Related categories

  • Databases

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evoliz logo
evoliz logo

About Evoliz

Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn more

Related categories

  • Accounting