Pipeliner Cloud + Evoliz Integration

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Popular Pipeliner Cloud + Evoliz Workflows

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Evoliz + Pipeliner Cloud Integration

Create Pipeliner Cloud contact for new Evoliz contact

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

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 + Pipeliner Cloud Integration

Create Pipeliner Cloud 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 Pipeliner Cloud 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 + Pipeliner Cloud Integration

Create Pipeliner Cloud task for new Evoliz sale order

If you use Evoliz as your bookkeeping software, there's an easy way to create task in Pipeliner Cloud. With the help of this automation, whenever you create a new sale order in Evoliz, a task will automatically be created in Pipeliner Cloud 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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Pipeliner Cloud + Evoliz Integration
1.
  • Pipeliner Cloud
    Task is created in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Task is updated in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Account is created in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Account is updated in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Contact is created in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Contact is updated in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Appointment is created in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Appointment is updated in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Lead is created in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Lead is updated in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Opportunity is created in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Opportunity is updated in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Product is created in Pipeliner Cloud Instant
  • Evoliz
    Article is created in Evoliz
  • 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
2.
  • Pipeliner Cloud
    Create account in Pipeliner Cloud
  • Pipeliner Cloud
    Update account in Pipeliner Cloud
  • Pipeliner Cloud
    Search account in Pipeliner Cloud
  • Pipeliner Cloud
    Create appointment in Pipeliner Cloud
  • Pipeliner Cloud
    Update appointment in Pipeliner Cloud
  • Pipeliner Cloud
    Search appointment in Pipeliner Cloud
  • Pipeliner Cloud
    Create contact in Pipeliner Cloud
  • Pipeliner Cloud
    Update contact in Pipeliner Cloud
  • Pipeliner Cloud
    Search contact in Pipeliner Cloud
  • Pipeliner Cloud
    Create lead in Pipeliner Cloud
  • Pipeliner Cloud
    Update lead in Pipeliner Cloud
  • Pipeliner Cloud
    Search lead in Pipeliner Cloud
  • Pipeliner Cloud
    Create product in Pipeliner Cloud
  • Pipeliner Cloud
    Update product in Pipeliner Cloud
  • Pipeliner Cloud
    Search product in Pipeliner Cloud
  • Pipeliner Cloud
    Create task in Pipeliner Cloud
  • Pipeliner Cloud
    Update task in Pipeliner Cloud
  • Pipeliner Cloud
    Search task in Pipeliner Cloud
  • Pipeliner Cloud
    Create custom entity in Pipeliner Cloud
  • Pipeliner Cloud
    Update custom entity in Pipeliner Cloud
  • Pipeliner Cloud
    Search custom entity in Pipeliner Cloud
  • Pipeliner Cloud
    Associate account in Pipeliner Cloud
  • Pipeliner Cloud
    Associate tag in Pipeliner Cloud
  • Pipeliner Cloud
    Associate sharing units in Pipeliner Cloud
  • Pipeliner Cloud
    Associate sales units in Pipeliner Cloud
  • Evoliz
    Search sale order by document number 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 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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