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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger's when new event occurs.
Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.
Action is the task that follows automatically within your Callyzer integrations.
Retrieves details of registered employees, including numbers and tags.
Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.
Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.
Retrieves call counts, unique clients, and working hours for a given date range.
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Callyzer and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Callyzer triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Callyzer 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 Callyzer 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 Callyzer 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.
Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.
Learn MoreEvoliz is an invoicing and management software designed for small businesses but also their accountants.
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