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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Records Created or Updated

New Records Created or Updated

Trigger when new record is created or updated in your table.

New Records Created

New Records Created

Retrieve records created in a specified Airtable base and table within the last N minutes (default 15), optionally limited to a view.

New Client

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

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

New Payment

Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.

Request a new Trigger for Airtable

Do thisActions

Action is the task that follows automatically within your Airtable integrations.

List All records

List All records

Retrieve all records from the selected Airtable base and table.

Delete Record

Delete Record

Remove a specific record from the selected Airtable base and table.

Update Record

Update Record

Modify fields of a specific record in a selected Airtable base and table.

List a record by Record ID

List a record by Record ID

list a record by Record ID

Find or Create Record

Find or Create Record

Search a table for records by field value or formula; if none found and Create Record is enabled, add a new record with the provided fields.

Create Record

Create Record

Add a new record to a chosen Airtable base and table using the provided field values.

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Step by step guides to integrate Airtable and Evoliz

Frequently Asked Questions

How do I start an integration between Airtable and Evoliz?

To start, connect both your Airtable and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Airtable triggers actions in Evoliz (or vice versa).

Can we customize how data from Airtable is recorded in Evoliz?

Absolutely. You can customize how Airtable 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.

How often does the data sync between Airtable and Evoliz?

The data sync between Airtable and Evoliz typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Airtable to Evoliz?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Airtable and Evoliz?

Yes, you can set conditional logic to control the flow of data between Airtable 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.

Airtable

About Airtable

Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.

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Evoliz

About Evoliz

Evoliz is an invoicing and management software designed for small businesses but also their accountants.

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