Aero Workflow + Evoliz Integration

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Evoliz + Aero Workflow Integration

Create Aero Workflow task for new Evoliz contact

If you're using Evoliz and Aero Workflow to manage your work, you'll want to make sure that contact-creation task are automatically created in Aero Workflow. That way, you can easily keep track of who owes you what and when they're supposed to pay!
Evoliz + Aero Workflow Integration

Create Aero Workflow contact for new Evoliz contact

If you are using Evoliz, then you may want to also use Aero Workflow to manage your customer relationships. With the help of this automation, whenever you create a contact in Evoliz, a corresponding contact will be created in Aero Workflow.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Evoliz + Aero Workflow Integration

Create Aero Workflow task for new Evoliz sale order

If you use Evoliz as your bookkeeping software, there's an easy way to create task in Aero Workflow. With the help of this automation, whenever you create a new sale order in Evoliz, a task will automatically be created in Aero Workflow for that sale order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each sale order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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Aero Workflow + Evoliz Integration
1.
  • Evoliz
    Contact is created in Evoliz
  • Evoliz
    Account is created in Evoliz
  • Evoliz
    Supplier is created in Evoliz
  • Evoliz
    Sales order is created in Evoliz
  • Evoliz
    Invoice is created in Evoliz
  • Evoliz
    Client is created in Evoliz
  • Evoliz
    Article is created in Evoliz
2.
  • Aero Workflow
    Create task in Aero Workflow
  • Aero Workflow
    Create company in Aero Workflow
  • Aero Workflow
    Serach company by name in Aero Workflow
  • Aero Workflow
    Create contact in Aero Workflow
  • Aero Workflow
    Create a note in Aero Workflow
  • Aero Workflow
    Create vault entry in Aero Workflow
  • Aero Workflow
    Create appointment in Aero Workflow
  • Aero Workflow
    Create email in Aero Workflow
  • Evoliz
    Save invoice in Evoliz
  • Evoliz
    Search article by reference in Evoliz
  • Evoliz
    Update article in Evoliz
  • Evoliz
    Update client in Evoliz
  • Evoliz
    Create prospect contact in Evoliz
  • Evoliz
    Create client contact in Evoliz
  • Evoliz
    Create prospect in Evoliz
  • Evoliz
    Create client in Evoliz
  • Evoliz
    Search sale order by document number in Evoliz
  • Evoliz
    Search supplier by code in Evoliz
  • Evoliz
    Search client by code in Evoliz
  • Evoliz
    Search invoice by document number in Evoliz
  • Evoliz
    Create article in Evoliz
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