Evoliz + TMetric Integration

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Evoliz + TMetric Integration

Create TMetric task for new Evoliz contact

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

Create TMetric client from new Evoliz contact

If you're using Evoliz and TMetric to track time for your projects, you'll want to make sure that the contact you create in Evoliz is also created as a client in TMetric.

This will ensure that time tracked for that contact is attributed to the correct client in TMetric, and that you can easily generate reports and invoices for them.

But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.
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Evoliz + TMetric 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
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
2.
  • 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
  • TMetric
    Create task in TMetric
  • TMetric
    Create time entry in TMetric
  • TMetric
    Start timer in TMetric
  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric
  • TMetric
    Create project in TMetric
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