Connect Claude & ChatGPT to Evoliz

202 tools for Evoliz

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• convert_quote_to_invoiceChanges dataTurn an accepted quote (quoteid) into an invoice.
• create_a_new_bonus_payment_on_an_invoiceChanges dataCreate a new payment for a invoice. Required: paydate, label, paytypeid or amount. Search payments first to avoid duplicates. API summary: Create a new bonus payment on an invoice.
• create_advance_creditChanges dataCreate a new credit for a advance. Search credits first to avoid duplicates. API summary: Create a total credit from an advance.
• create_advance_paymentChanges dataCreate a new payment for a advance. Required: paydate, label, paytypeid or amount. Search payments first to avoid duplicates. API summary: Create a new payment on an advance.
• create_advance_transmitChanges dataCreate a new transmit for a advance. API summary: Transmit the advance to the Plateforme Agréée.
• create_articleChanges dataCreate an article with reference, designation, unit_price, vat_rate and unit.
• create_cash_pageChanges dataCreate a new page for a cash. Required: date. API summary: Create a new cash entry.
• create_clientChanges dataCreate a client: name, type (Particulier, Professionnel or Administration publique) and address (addr, postcode, town, iso2) are required, plus phone, VAT number and payment terms.
• create_client_contactChanges dataAdd a contact person to a client (clientid) with lastname, firstname, email and phone numbers.
• create_companyChanges dataCreate a new company. Required: company name, email or template menuid. Search companies first to avoid duplicates. API summary: Create company.
• create_company_accountChanges dataCreate a new account for a company. Required: code or label. Search accounts first to avoid duplicates. API summary: Create a new accounting classification.
• create_company_addressChanges dataCreate a new address for a company. Required: clientid, name, type, postcode, town or iso2. Search addresses first to avoid duplicates. API summary: Create a new client address.
• create_company_bankChanges dataCreate a new bank for a company. Required: label. Search banks first to avoid duplicates. API summary: Create a bank.
• create_company_creditChanges dataCreate a new credit for a company. Required: documentdate or clientid. Search credits first to avoid duplicates.
• create_company_document_templateChanges dataCreate a new document template for a company. Required: type or label. Search document templates first to avoid duplicates.
• create_company_leadChanges dataCreate a new lead for a company. Required: prospectid or lastname. Search leads first to avoid duplicates. API summary: Create a new prospect contact.
• create_company_orderChanges dataCreate a new order for a company. Required: documentdate or clientid. Search orders first to avoid duplicates. API summary: Create a new sale order.
• create_company_purchase_affectationChanges dataCreate a new purchase affectation for a company. Required: code or label. Search purchase affectations first to avoid duplicates.
• create_company_purchase_classificationChanges dataCreate a new purchase classification for a company. Required: code or label. Search purchase classifications first to avoid duplicates.
• create_company_recoveryChanges dataCreate a new recovery for a company. Required: invoiceid, recovery date, subject or body.
• create_company_sale_affectationChanges dataCreate a new sale affectation for a company. Required: code or label. Search sale affectations first to avoid duplicates.
• create_company_sale_classificationChanges dataCreate a new sale classification for a company. Required: code or label. Search sale classifications first to avoid duplicates.
• create_company_shipmentChanges dataCreate a new shipment for a company. Required: documentdate or clientid. Search shipments first to avoid duplicates. API summary: Create delivery.
• create_company_supplierChanges dataCreate a new supplier for a company. Required: name. Search suppliers first to avoid duplicates.
• create_company_userChanges dataCreate a new user for a company. Required: firstname, lastname or email. Search users first to avoid duplicates. API summary: Create a new admin user.
• create_company_vat_rateChanges dataCreate a new vat rate for a company. Required: rate. API summary: Activate a VAT rate for the company.
• create_connectChanges dataCreate a new connect. Required: api key. API summary: Connect MyUnisoft application.
• create_connect_postChanges dataCreate a new connect. Required: dossier id or export. API summary: Connect Inqom application.
• create_credit_createChanges dataCreate a new create for a credit. API summary: Save a credit.
• create_credit_transmitChanges dataCreate a new transmit for a credit. API summary: Transmit the credit note to the Plateforme Agréée.
• create_delivery_invoiceChanges dataCreate a new invoice for a delivery. Search invoices first to avoid duplicates. API summary: Invoice a delivery.
• create_invoiceChanges dataCreate a draft invoice for a client (clientid) with documentdate, term.paytermid and items (the invoice lines). Finalize it with finalize_invoice.
• create_invoice_creditChanges dataCreate a new credit for a invoice. Search credits first to avoid duplicates. API summary: Create a total credit from an invoice.
• create_invoice_partial_creditChanges dataCreate a new partial credit for a invoice. Required: documentdate, clientid, term or items. API summary: Create a partial credit from an invoice.
• create_invoice_productChanges dataCreate a new product for a invoice. Required: items. Search products first to avoid duplicates. API summary: Add items to a progress invoice.
• create_invoice_transmitChanges dataCreate a new transmit for a invoice. API summary: Transmit the invoice to the Plateforme Agréée.
• create_prospectChanges dataCreate a prospect with name, type (Particulier, Professionnel or Administration publique) and address (addr, postcode, town, iso2).
• create_prospect_transformChanges dataCreate a new transform for a prospect. API summary: Transform a prospect into a client.
• create_purchaseChanges dataRecord a purchase (supplier bill): supplierid, label, documentdate, total_vat_include and items are required.
• create_quoteChanges dataCreate a quote for a client (clientid) with documentdate, term.paytermid and items (the quote lines).
• create_quote_advanceChanges dataCreate a new advance for a quote. Required: documentdate or amount. Search advances first to avoid duplicates. API summary: Create a new advance on a quote.
• create_quote_invoice_postChanges dataCreate a new invoice for a quote. Required: body. Search invoices first to avoid duplicates. API summary: Progressively invoice a quote.
• create_sale_order_invoiceChanges dataCreate a new invoice for a sale order. Search invoices first to avoid duplicates. API summary: Invoice a sale order.
• create_sale_order_invoice_postChanges dataCreate a new invoice for a sale order. Required: body. Search invoices first to avoid duplicates. API summary: Progressively invoice a sale order.
• create_sale_order_orderChanges dataCreate a new order for a sale order. Required: documentdate or amount. Search orders first to avoid duplicates. API summary: Create a new advance on a sale order.
• create_user_api_keyChanges dataCreate a new api key for a user. API summary: Generate API keys for a user.
• delete_company_accountDeletesPermanently delete a account by accountid. Destructive action; may require approval. API summary: Delete an accounting account.
• delete_company_creditDeletesPermanently delete a credit by creditid. Destructive action; may require approval. API summary: Delete a draft credit.
• delete_company_invoiceDeletesPermanently delete a invoice by invoiceid. Destructive action; may require approval. API summary: Delete a draft invoice.
• delete_company_paymentDeletesPermanently delete a payment by paymentid. Destructive action; may require approval.
• delete_company_purchase_affectationDeletesPermanently delete a purchase affectation by affectationid. Destructive action; may require approval.
• delete_company_purchase_classificationDeletesPermanently delete a purchase classification by classificationid. Destructive action; may require approval.
• delete_company_quoteDeletesPermanently delete a quote by quoteid. Destructive action; may require approval.
• delete_company_sale_affectationDeletesPermanently delete a sale affectation by affectationid. Destructive action; may require approval.
• delete_company_sale_classificationDeletesPermanently delete a sale classification by classificationid. Destructive action; may require approval.
• delete_company_shipmentDeletesPermanently delete a shipment by deliveryid. Destructive action; may require approval. API summary: Delete a delivery.
• delete_company_vat_rateDeletesPermanently delete a vat rate by vatid. Destructive action; may require approval. API summary: Disable VAT rate for the company.
• delete_invoice_productDeletesPermanently delete a product by itemid. Destructive action; may require approval. API summary: Delete an item from a progress invoice.
• delete_sale_general_conditionDeletesPermanently delete a sale general condition by cgvid. Destructive action; may require approval. API summary: Delete a sale general conditions PDF.
• detach_companyChanges dataUnlink a company (companyid). API summary: Unlink company from prescriber.
• detach_userVisible to othersUnlink a user (companyid). Has effects visible outside this system. API summary: Revoke an accounting collaborator's access to the company.
• download_setting_pdfDownload the pdf document for a setting. API summary: Get PDF settings.
• finalize_invoiceChanges dataFinalize a draft invoice (invoiceid) so it gets its legal invoice number. After this it can no longer be edited, only credited.
• get_articleGet one article by articleid, with price, VAT rate and unit.
• get_cash_pageGet one page for a cash by entryid. API summary: Cash entry detail.
• get_clientGet one client by clientid, with address, payment terms and contacts.
• get_companyGet your Evoliz company's details, such as name, address and settings.
• get_company_accountGet one account for a company by accountid. API summary: Accounting account detail.
• get_company_addressGet one address for a company by addressid. API summary: Client address detail.
• get_company_advanceGet one advance for a company by advanceid. API summary: Advance detail.
• get_company_analyticGet one analytic for a company by analyticid. API summary: Analytic axis detail.
• get_company_bankGet one bank for a company by bankid. API summary: Bank detail.
• get_company_buyGet one buy for a company by buyid. API summary: Buy detail.
• get_company_cashGet one cash for a company by cashid. API summary: Cash detail.
• get_company_creditGet one credit for a company by creditid. API summary: Credit detail.
• get_company_customer_getGet one customer for a company by contactid. API summary: Client contact detail.
• get_company_documentGet one document for a company by docid. API summary: Get the accounting file.
• get_company_document_numberGet one document number for a company by document type. API summary: Document number settings.
• get_company_document_templateGet one document template for a company by templateid. API summary: Document template detail.
• get_company_eventGet one event for a company by eventid. API summary: Event details.
• get_company_leadGet one lead for a company by contactid. API summary: Prospect contact detail.
• get_company_lead_getGet one lead for a company by prospectid. API summary: Prospect detail.
• get_company_linkGet one link for a company by docid. API summary: Document's linked documents.
• get_company_orderGet one order for a company by orderid. API summary: Sale order detail.
• get_company_paymentGet one payment for a company by paymentid. API summary: Payment detail.
• get_company_paytermGet one payterm for a company by paytermid. API summary: Payment Term detail.
• get_company_paytypeGet one paytype for a company by paytypeid. API summary: Payment type details.
• get_company_productGet one product for a company by bank itemid. API summary: Bank Item detail.
• get_company_purchase_affectationGet one purchase affectation for a company by affectationid. API summary: Purchase affectation detail.
• get_company_purchase_classificationGet one purchase classification for a company by classificationid. API summary: Purchase classification detail.
• get_company_sale_affectationGet one sale affectation for a company by affectationid. API summary: Sales affectation detail.
• get_company_sale_classificationGet one sale classification for a company by classificationid. API summary: Sales classification detail.
• get_company_shipmentGet one shipment for a company by deliveryid. API summary: Delivery detail.
• get_company_supplierGet one supplier for a company by supplierid. API summary: Supplier detail.
• get_company_supplier_creditGet one supplier credit for a company by supplier creditid. API summary: Supplier credits detail.
• get_company_unitGet one unit for a company by unitcodeid. API summary: Unit code details.
• get_company_userGet one user for a company by userid. API summary: User detail.
• get_company_vat_rateGet one vat rate for a company by vatid. API summary: Vat rate details.
• get_documentGet one document by fileid. API summary: Attachment detail.
• get_invoiceGet one invoice by invoiceid, with lines, totals, due date and payment status.
• get_logoGet one logo by filename. API summary: Get a PDF logo.
• get_quoteGet one quote by quoteid, with its lines and totals.
• get_template_exportGet one template export by template exportid. API summary: Template export detail.
• get_template_menuGet one template menu by template menuid. API summary: Template menu detail.
• list_access_pathsList access paths. Optional filters: path. API summary: Access Path availability.
• list_advance_addressesList addresses for a advance. API summary: List an advance's buyer electronic addresses.
• list_advance_paymentsList payments for a advance. Results are paginated. API summary: List of payments on an advance.
• list_availablesList availables. Results are paginated. API summary: Available Vat rates.
• list_banksList banks. Optional filters: period, date min, date max, locked or bankid. API summary: Banks journal.
• list_cash_pagesList pages for a cash. Optional filters: period. Results are paginated. API summary: Cash entries.
• list_cashesList cashes. Optional filters: period, date min, date max, locked or cash confid. API summary: Cashes journal.
• list_company_bintraysList bintrays for a company. Optional filters: document type, source or e invoicing status. API summary: Bintray documents list.
• list_company_cashesList cashes for a company. Results are paginated. API summary: Cashes list.
• list_company_documentsList documents for a company. API summary: List of attachments.
• list_company_eventsList events for a company. Optional filters: userid, action, element type, period, date min or date max. Results are paginated. API summary: List element's events.
• list_company_subscriptionsList subscriptions for a company. API summary: Subscriptions list.
• list_company_unitsList units for a company. Results are paginated. API summary: Unit codes.
• list_company_vat_ratesList vat rates for a company. Results are paginated. API summary: List of all Vat rates.
• list_connectsList connects. API summary: Show Inqom connection.
• list_credit_addressesList addresses for a credit. API summary: List a credit note's buyer electronic addresses.
• list_featuresList features. API summary: Get feature settings.
• list_fecsList fecs. Optional filters: period, date min or date max. API summary: FEC journal.
• list_general_ledgersList general ledgers. Optional filters: period, date min, date max, include locked, include unmatched or journal.
• list_invoice_addressesList addresses for a invoice. API summary: List an invoice's buyer electronic addresses.
• list_invoice_paymentsList the payments recorded on an invoice (invoiceid).
• list_mesList mes. Optional filters: document type, source or e invoicing status. API summary: Personal bintray documents list.
• list_miscellaneous_operationsList miscellaneous operations. Optional filters: period, date min, date max or locked. API summary: Miscellaneous operations journal.
• list_of_bonus_payments_on_an_invoiceList payments for a invoice. Results are paginated. API summary: List of bonus payments on an invoice.
• list_opening_balancesList opening balances. Optional filters: period, date min, date max or locked. API summary: Opening balance journal.
• list_ordersList orders. Optional filters: period, date min, date max or locked. API summary: Purchases journal.
• list_overdue_client_paymentsList overdue client payments (unpaid invoices past their due date), optionally for one clientid.
• list_payment_methodsList your payment methods with their IDs (paytypeid), needed when recording payments.
• list_payment_termsList your payment terms with their IDs (paytermid), needed when creating quotes and invoices.
• list_sale_general_conditionsList sale general conditions. Optional filters: enabled. Results are paginated. API summary: Get sale general conditions list.
• list_salesList sales. Optional filters: period, date min, date max or locked. API summary: Sales journal.
• list_template_exportsList template exports. API summary: Template exports list.
• list_template_menusList template menus. API summary: Template menus list.
• list_trial_balancesList trial balances. Optional filters: period, date min, date max, include locked, include unmatched or journal.
• list_turnoversList turnovers. Optional filters: userid, clientid, analyticid or period. API summary: Turnover report.
• record_invoice_paymentChanges dataRecord a payment received on an invoice (invoiceid): label, paydate, paytypeid and amount. This logs the payment in Evoliz; it does not move money.
• search_articlesSearch articles (products and services) by reference or designation in search, or by nature.
• search_clientsSearch clients by name or code in search, with filters for type, country_iso2, vat_number or enabled.
• search_companiesSearch companies by mode label, home siteid, search or live. Use this to find existing companies before creating a new company. API summary: Company list.
• search_company_accountsSearch accounts for a company by search, sort by or order. Use this to find existing accounts before creating a new account. Results are paginated. API summary: Accounting classification list.
• search_company_addressesSearch addresses for a company by clientid, country iso2, enabled, code, type or search. Use this to find existing addresses before creating a new address. Results are paginated. API summary: Client address list.
• search_company_advancesSearch advances for a company by userid, currency, enabled, status, amount min or amount max. Use this to find existing advances before creating a new advance. Results are paginated. API summary: Advance list.
• search_company_analyticsSearch analytics for a company by enabled or search. Use this to find existing analytics before creating a new analytic. Results are paginated. API summary: Analytic axis list.
• search_company_banksSearch banks for a company by enabled or search. Use this to find existing banks before creating a new bank. Results are paginated. API summary: Bank list.
• search_company_creditsSearch credits for a company by userid, currency, enabled, status, amount min or amount max. Use this to find existing credits before creating a new credit. Results are paginated. API summary: Credit list.
• search_company_customers_getSearch customers for a company by clientid, enabled, consent, search, email or sort by. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Client contact list.
• search_company_document_templatesSearch document templates for a company by type or search. Use this to find existing document templates before creating a new document template. Results are paginated. API summary: Document templates list.
• search_company_leadsSearch leads for a company by prospectid, consent or search. Use this to find existing leads before creating a new lead. Results are paginated. API summary: Prospect contact list.
• search_company_ordersSearch orders for a company by userid, clientid, currency, paytypeid, analyticid or status. Use this to find existing orders before creating a new order. Results are paginated. API summary: Sale order list.
• search_company_paymentsSearch payments for a company by amount min, amount max, clientid, paytypeid, period or date min. Use this to find existing payments before creating a new payment. Results are paginated. API summary: Payment list.
• search_company_productsSearch products for a company by purchase affectationid, sale affectationid, bankid, period, date min or date max. Use this to find existing products before creating a new product. Results are paginated. API summary: Bank item list.
• search_company_purchase_affectationsSearch purchase affectations for a company by enabled or search. Use this to find existing purchase affectations before creating a new purchase affectation. Results are paginated. API summary: Purchases affectations list.
• search_company_purchase_classificationsSearch purchase classifications for a company by enabled or search. Use this to find existing purchase classifications before creating a new purchase classification. Results are paginated. API summary: Purchases classifications list.
• search_company_sale_affectationsSearch sale affectations for a company by enabled or search. Use this to find existing sale affectations before creating a new sale affectation. Results are paginated. API summary: Sales affectations list.
• search_company_sale_classificationsSearch sale classifications for a company by enabled or search. Use this to find existing sale classifications before creating a new sale classification. Results are paginated. API summary: Sales classifications list.
• search_company_shipmentsSearch shipments for a company by userid, clientid, currency, status, paytypeid or amount min. Use this to find existing shipments before creating a new shipment. Results are paginated. API summary: Delivery list.
• search_company_supplier_creditsSearch supplier credits for a company by userid, supplierid, enabled, file, status or classificationid. Use this to find existing supplier credits before creating a new supplier credit. Results are paginated. API summary: Supplier credit list.
• search_company_usersSearch users for a company by enabled or search. Use this to find existing users before creating a new user. Results are paginated. API summary: User list.
• search_invoicesSearch invoices by status, clientid, document_number, date range or amount range.
• search_overdue_settlementsSearch overdue settlements by userid, supplierid, paytypeid or search. Use this to find existing overdue settlements before creating a new overdue settlement.
• search_prospectsSearch prospects by name in search, optionally by country_iso2.
• search_purchasesSearch purchases (supplier bills) by status, supplierid, date range or amount range.
• search_quotesSearch quotes (devis) by status, clientid, document_number, date range or amount range.
• search_suppliersSearch suppliers by name or code in search.
• send_creditVisible to othersSend a credit (creditid). Has effects visible outside this system. API summary: Send credit by email.
• send_invoiceVisible to othersEmail an invoice (invoiceid) to the client; set the recipient in contact, plus subject and body. The client receives the email.
• send_paymentVisible to othersNotify a payment (paymentid). Has effects visible outside this system. API summary: Notify a payment to the Plateforme Agréée.
• send_quoteVisible to othersEmail a quote (quoteid) to the client; set the recipient in contact, plus subject and body. The client receives the email.
• send_recoveryVisible to othersSend a recovery (recoveryid). Has effects visible outside this system. API summary: Send Recovery by email.
• send_shipmentVisible to othersSend a shipment (deliveryid). Has effects visible outside this system. API summary: Send delivery by email.
• send_shipment_sendVisible to othersSend a shipment (deliveryid). Has effects visible outside this system. API summary: Partially update a delivery.
• update_a_contact_clientChanges dataUpdate an existing customer identified by contactid. Only the fields you pass are changed. API summary: Update a contact client.
• update_advance_addressesVisible to othersUpdate an existing address identified by advanceid. Only the fields you pass are changed. Has effects visible outside this system. API summary: Set an advance's buyer electronic routing address.
• update_articleChanges dataUpdate an article by articleid: designation, price, VAT rate or enabled. Only the fields you pass change.
• update_bank_item_lockedsVisible to othersUpdate an existing locked identified by bank itemid. Has effects visible outside this system. API summary: Lock / unlock bank item.
• update_buy_lockedsVisible to othersUpdate an existing locked identified by buyid. Has effects visible outside this system. API summary: Lock / unlock buy.
• update_clientChanges dataUpdate a client by clientid: name, address, phone, VAT number, payment terms or enabled. Only the fields you pass change.
• update_companyChanges dataUpdate an existing company identified by companyid. Only the fields you pass are changed. API summary: Update company.
• update_company_addressChanges dataUpdate an existing address identified by addressid. Only the fields you pass are changed. API summary: Update a client address.
• update_company_bankChanges dataUpdate an existing bank identified by bankid. Only the fields you pass are changed. API summary: Update a bank.
• update_company_creditChanges dataUpdate an existing credit identified by creditid. Only the fields you pass are changed. API summary: Partially update a credit.
• update_company_document_numberChanges dataUpdate an existing document number identified by document type. Only the fields you pass are changed. API summary: Update document number settings.
• update_company_invoiceChanges dataUpdate an existing invoice identified by invoiceid. Only the fields you pass are changed. API summary: Partially update an invoice.
• update_company_livesVisible to othersUpdate an existing live identified by companyid. Has effects visible outside this system. API summary: Update prescriber company from test to live mode.
• update_company_orderChanges dataUpdate an existing order identified by orderid. Only the fields you pass are changed. API summary: Partially update a sale order.
• update_company_purchase_affectationChanges dataUpdate an existing purchase affectation identified by affectationid. Only the fields you pass are changed. API summary: Update a purchase affectation.
• update_company_purchase_classificationChanges dataUpdate an existing purchase classification identified by classificationid. Only the fields you pass are changed. API summary: Update a purchase classification.
• update_company_quoteChanges dataUpdate an existing quote identified by quoteid. Only the fields you pass are changed. API summary: Partially update a quote.
• update_company_sale_affectationChanges dataUpdate an existing sale affectation identified by affectationid. Only the fields you pass are changed. API summary: Update a sale affectation.
• update_company_sale_classificationChanges dataUpdate an existing sale classification identified by classificationid. Only the fields you pass are changed. API summary: Update a sale classification.
• update_company_shipmentChanges dataUpdate an existing shipment identified by deliveryid. API summary: Update a delivery.
• update_company_subscriptionsVisible to othersUpdate an existing subscription identified by companyid. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update subscription users count.
• update_credit_addressesVisible to othersUpdate an existing address identified by creditid. Only the fields you pass are changed. Has effects visible outside this system. API summary: Set a credit note's buyer electronic routing address.
• update_featuresVisible to othersUpdate an existing feature identified by companyid. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update feature settings.
• update_invoice_addressesVisible to othersUpdate an existing address identified by invoiceid. Only the fields you pass are changed. Has effects visible outside this system. API summary: Set an invoice's buyer electronic routing address.
• update_invoicesVisible to othersUpdate an existing invoice identified by invoiceid. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update a progress invoice.
• update_sale_general_conditionChanges dataUpdate an existing sale general condition identified by cgvid. Only the fields you pass are changed. API summary: Update a sale general conditions.
• update_supplier_credit_lockedsVisible to othersUpdate an existing locked identified by supplier creditid. Has effects visible outside this system. API summary: Lock / unlock supplier credit.

Questions