Evoliz + Pipedrive

Add new Evoliz contacts to Pipedrive

With this Zap in place, any new contact added to Evoliz will automatically be created on Pipedrive as well. No more missing contacts and no more manual exports!

With this Zap in place, any new contact added to Evoliz will automatically be created on Pipedrive as well. No more missing contacts and no more manual exports!

  1. When this happens...
    EvolizEvoliz
    New Client Contact

    Triggers when a new client contact is created.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    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
evoliz logo
evoliz logo

About Evoliz

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

Related categories

  • Accounting
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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