Connect Agiled and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Agiled
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 Agiled and Evoliz automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Agiled integrations.
Add Product
Use this action to add products in agiled.app
Add Project
Use this action to add Projects in agiled.app
Create Contact
Create a contact with role lead
Create Expense
create a expense in agiled.app
Create a Task
Create A task in agiled.app
Add Invoice
Use this action to add invoice in agiled.app
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Frequently Asked Questions
To start, connect both your Agiled and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Agiled triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Agiled 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 Agiled 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 Agiled 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 Agiled
Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
