Evoliz connector for Okou
Manage Evoliz customers, catalog articles, sales orders, invoices and reports with a manually supplied short-lived access token.
Sales & operations · Short-lived Access Token
Use Evoliz in Okou
Use Evoliz to read and maintain customers, contacts, delivery addresses, catalog articles, sales orders and invoices, record received payments, and inspect company reports or activity events.
Once connected, supported Evoliz actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Evoliz
- Read company details, enabled features and PDF customization settings; no setting is changed.
- List and inspect clients, their contacts and delivery addresses.
- List and inspect catalog articles and services.
- Finalize an invoice with its definitive number; correction then requires a credit note.
- Record a received invoice payment or apply an existing credit note; does not itself transfer money.
- Read payment types and terms, unit codes, and active or available VAT rates without activating or disabling them.
- Read turnover and overdue customer-payment or supplier-settlement reports.
- List and inspect company activity events and audit metadata.
How the Evoliz connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Evoliz
Choose Short-lived Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Evoliz securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Short-lived Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Evoliz covers
The topics this connector's published operations touch.
- invoicing
- accounting
- customers
- sales orders
Evoliz connector questions
- What can Okou do with Evoliz?
- Manage Evoliz customers, catalog articles, sales orders, invoices and reports with a manually supplied short-lived access token. Documented actions include: Read company details, enabled features and PDF customization settings; no setting is changed. List and inspect clients, their contacts and delivery addresses.
- How do I connect Evoliz to Okou?
- Connect Evoliz using Short-lived Access Token. The connection controls which supported actions a workflow can use.
- Can Evoliz run in an automated workflow?
- Yes. After it is connected, supported Evoliz actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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