Evoliz + Firmao Integration

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Popular Evoliz + Firmao Workflows

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Evoliz + Firmao Integration

Create Firmao task for new Evoliz contact

With the growth of Evoliz, many companies are looking for ways to connect their Evoliz account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Firmao every time a contact is created in Evoliz.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Evoliz + Firmao Integration

Create Firmao task for new Evoliz sale order

If you use Evoliz as your bookkeeping software, there's an easy way to create task in Firmao. With the help of this automation, whenever you create a new sale order in Evoliz, a task will automatically be created in Firmao 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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Evoliz + Firmao 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
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
2.
  • Evoliz
    Search client by code 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 invoice by document number in Evoliz
  • Evoliz
    Save invoice in Evoliz
  • Evoliz
    Create article in Evoliz
  • Firmao
    Create customer in Firmao
  • Firmao
    Create task in Firmao
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