Evoliz Integrations

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Quickly automate Evoliz integrations with Zapier's templates

Add new Evoliz invoices to Google Sheets rows
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Evoliz + Google Sheets
Add new rows in Microsoft Excel for each new invoice in Evoliz
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Evoliz + Microsoft Excel
Find clients and create invoices in Evoliz from newly paid Shopify orders
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Shopify + Evoliz
Create new Evoliz clients from new or updated Airtable records
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Airtable + Evoliz

Create Evoliz contacts from new deal matching filters in Pipedrive
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Pipedrive + Evoliz

Add new Evoliz contacts to Pipedrive
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Evoliz + Pipedrive

Add new Evoliz invoices to Google Sheets rows

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Evoliz + Google Sheets

Add new rows in Microsoft Excel for each new invoice in Evoliz

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Evoliz + Microsoft Excel

Find clients and create invoices in Evoliz from newly paid Shopify orders

Premium

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Shopify + Evoliz

Create new Evoliz clients from new or updated Airtable records

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Airtable + Evoliz

Create Evoliz contacts from new deal matching filters in Pipedrive

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Pipedrive + Evoliz

Add new Evoliz contacts to Pipedrive

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Evoliz + Pipedrive

Supported triggers and actions

What does this mean?

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

- Advance's status
- Payment method id
- Analytic axis id
- Client id
Trigger
Scheduled
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- Bank item bank id
- Search param
- Bank item movement
Trigger
Scheduled
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New Client Contact
Triggers when a new client contact is created.
Trigger
Scheduled
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- Delivery's status
- Payment method id
- Analytic axis id
- Delivery's client id
Trigger
Scheduled
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- Expense's status
- Payment method id
- Analytic axis id
Trigger
Scheduled
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New Invoice (Unpaid)
Triggers when a new invoice's payment is late.
Trigger
Scheduled
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- Quote's status
- Payment method id
- Analytic axis id
- Organization's type
- Quote's client id
- Quote's prospect id
Trigger
Scheduled
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New Supplier
Triggers when a new supplier is created.
Trigger
Scheduled
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- Article referenceRequired
- Article designationRequired
- Article type
- Article quantity
- Article weight
- Article quantity unit
- Article unit price
- Article VAT rate
- Billing option
- Article purchase unit price
- Article reference from the supplier
- Stock management for the article
- Article stocked quantity
Action
Write
- 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
Action
Write
- 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
Action
Write
- Invoice IdRequired
- Payment entry dateRequired
- Payment labelRequired
- Payment method idRequired
- Payment amountRequired
- Comments on the payment
Action
Write
- 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
Action
Write
- Quote idRequired
Action
Write
- Draft Invoice IdRequired
Action
Write
- 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
Action
Write
- 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
Action
Write
- Client code identifierRequired
Action
Search
- Document numberRequired
Action
Search
- Document numberRequired
Action
Search
- UserIdRequired
Action
Search
- 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
Action
Search or write
- 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
Action
Search or write

About Evoliz

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

Learn more Help

Related categories

Accounting

Evoliz Integrations

Evoliz Help & Support

How to get started with Evoliz on Zapier

Do more with Evoliz integrations

Google Sheets

ThriveCart

Pipedrive

Stripe

Typeform

Airtable

HubSpot

WooCommerce

Notion

Google Sheets

ThriveCart

Pipedrive

Stripe

Typeform

Airtable

Google Sheets

ThriveCart

Pipedrive

Stripe

Typeform

Airtable

HubSpot

WooCommerce

Notion

Join millions worldwide who automate their work using Zapier

Add new Evoliz invoices to Google Sheets rows

Add new rows in Microsoft Excel for each new invoice in Evoliz

Find clients and create invoices in Evoliz from newly paid Shopify orders

Create new Evoliz clients from new or updated Airtable records

Create Evoliz contacts from new deal matching filters in Pipedrive

Add new Evoliz contacts to Pipedrive

Add new Evoliz invoices to Google Sheets rows

Add new rows in Microsoft Excel for each new invoice in Evoliz

Find clients and create invoices in Evoliz from newly paid Shopify orders

Create new Evoliz clients from new or updated Airtable records

Create Evoliz contacts from new deal matching filters in Pipedrive

Add new Evoliz contacts to Pipedrive

New Account

New Article

New Client

New Credit

New Event

New Invoice

New Payment

New Sale Order

Create Account

Create Client

Create Contact Prospect

Create Invoice

Create Prospect

Create Sale Order

Invoice Sale Order

Send Invoice

Update Article

Find Article

Find Contact Client

Find Quote

Find Supplier

Find or Create Article

Find or Create Contact Client

Find or Create Sale Order

New Advance

New Bank Item

New Client Contact

New Delivery

New Expense

New Invoice (Unpaid)

New Quote

New Supplier

Create Article

Create Contact Client

Create Expense

Create Payment

Create Quote

Invoice Quote

Save Invoice