OnePageCRM + Evoliz Integration

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Evoliz + OnePageCRM Integration

Create OnePageCRM contact for new Evoliz contact

If you are using Evoliz, then you may want to also use OnePageCRM 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 OnePageCRM.

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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OnePageCRM + Evoliz Integration
1.
  • OnePageCRM
    Contact is updated in OnePageCRM
  • OnePageCRM
    New contact is created in OnePageCRM
  • OnePageCRM
    Pending deal is created in OnePageCRM
  • OnePageCRM
    Deal is won in OnePageCRM
  • OnePageCRM
    New action is created in OnePageCRM
  • Evoliz
    Supplier is created in Evoliz
  • Evoliz
    Contact is created in Evoliz
  • Evoliz
    Account 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.
  • OnePageCRM
    Create note attachment in OnePageCRM
  • OnePageCRM
    Add note to a contact in OnePageCRM
  • OnePageCRM
    Create contact in OnePageCRM
  • OnePageCRM
    Search contact by name in OnePageCRM
  • 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
    Save invoice in Evoliz
  • Evoliz
    Create article in Evoliz
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