Evoliz + Upnify Integration

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Popular Evoliz + Upnify Workflows

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Evoliz + Upnify Integration

Create Upnify client for new Evoliz contact

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

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 + Upnify Integration
1.
  • Evoliz
    Contact is created in Evoliz
  • Evoliz
    Account is created in Evoliz
  • Evoliz
    Article 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
  • Upnify
    Sale is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Client is created in Upnify Instant
2.
  • Evoliz
    Create client contact 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 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
  • Upnify
    Create prospects in Upnify
  • Upnify
    Create client in Upnify
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