Connect Bland.ai and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
Web Agent Created
Choose an Action
Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
Ready to use Bland.ai and Evoliz automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Web Agent Created
Get web agent created within schedule time
New Client
Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).
New Invoice
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
New Payment
Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.
Do thisActions
Action is the task that follows automatically within your Bland.ai integrations.
Create Prompt
Create and store a prompt for future use.
Create Pathway
Create a new conversational pathway.
Get All Pathways Information
Returns a set of information about all the conversational pathways in your account - including the name, description, nodes and edges.
Get Single Pathway Information
Returns a set of information about the conversational pathway in your account - including the name, description, nodes and edges.
Update Pathway
Update a conversational pathway's fields - including name, description, nodes and edges.
Delete Pathway
Delete your conversational pathway.
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Frequently Asked Questions
To start, connect both your Bland.ai and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Bland.ai triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Bland.ai data is recorded in Evoliz. This includes choosing which data fields go into which fields of Evoliz, setting up custom formats, and filtering out unwanted information.
The data sync between Bland.ai and Evoliz typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Bland.ai and Evoliz. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Bland.ai
Bland.ai is a cutting-edge platform in the field of artificial intelligence, offering innovative tools and solutions to enhance business operations and decision-making processes. It provides AI-driven insights and automation capabilities to streamline workflows and improve efficiency.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
