Connect Autoboat and Evoliz
Integrate Autoboat with Evoliz to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Autoboat + Evoliz flows
Start from a real workflow other teams are already running.
Choose a trigger
Autoboat
When this happens...
- Request a new Trigger for Autoboat
Choose an action
Evoliz
Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
Send Message via Autoboat when New Client in Evoliz
Use this flowSend Template Message via Autoboat when New Client in Evoliz
Use this flowSend Message via Autoboat when New Invoice in Evoliz
Use this flowSend Template Message via Autoboat when New Invoice in Evoliz
Use this flowSend Message via Autoboat when New Payment in Evoliz
Use this flowSend Template Message via Autoboat when New Payment in Evoliz
Use this flowSupported Triggers & Actions
Everything you can automate between Autoboat and Evoliz.
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 Autoboat integrations.
Send Message
Send text, media (image, video, audio, document), location, reactions, or interactive messages (buttons, lists, CTAs) to a contact or phone number via WhatsApp.
Send Template Message
Send a pre-approved WhatsApp template to a contact or phone number. Optionally populate template variables and include header media, location, or button URLs.
Create Account
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
Create Article
Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.
Create Client
Create a new client in Evoliz with contact, address, and optional bank and company details.
Create Contact Client
Create a new contact for an existing client in Evoliz.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Autoboat
Autoboat is an official Meta partner offering an all-in-one WhatsApp Business platform with Official WhatsApp API, interactive WhatsApp Mini-Apps, in-chat UPI/Card payments, shared multi-agent inbox, AI chatbots, lead CRM with source attribution, and marketing automation. Businesses can launch storefronts, bookings, forms, and payments directly inside WhatsApp, run broadcasts, route conversations by department, embed a WhatsApp web chat widget, and track ROI end-to-end—all without coding.
Learn moreSimilar apps
About Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Autoboat and Evoliz accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Autoboat and Evoliz as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Evoliz. No coding required.
Yes. You can set up a workflow where Autoboat triggers actions in Evoliz, and a separate workflow where Evoliz triggers actions in Autoboat. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Autoboat and Evoliz. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Autoboat and Evoliz integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
