Connect Botse and Evoliz to Build Intelligent Automations

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Botse

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Evoliz

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Botse

Do thisActions

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

Send Message on Whatsapp using Template

Send Message on Whatsapp using Template

Send a WhatsApp template message with dynamic fields and optional media to an individual or group via Botse.

Create Account

Create Account

Creates a new accounting account in Evoliz for the connected company using the provided code and label.

Create Article

Create Article

Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.

Create Client

Create Client

Create a new client in Evoliz with contact, address, and optional bank and company details.

Create Contact Client

Create Contact Client

Create a new contact for an existing client in Evoliz.

Create Prospect Contact

Create Prospect Contact

Create a new contact and attach it to an existing prospect in Evoliz.

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Frequently Asked Questions

How do I start an integration between Botse and Evoliz?

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

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

Absolutely. You can customize how Botse 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 Botse and Evoliz?

The data sync between Botse 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 Botse 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 Botse and Evoliz?

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

Botse

About Botse

Botse is a cutting-edge platform designed to enhance customer interactions through AI-driven chatbots and automation tools. It empowers businesses to streamline communication, improve customer support, and boost engagement by leveraging intelligent bots that can handle a variety of tasks efficiently.

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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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