Connect Docamatic and Evoliz
Integrate Docamatic with Evoliz to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Convert URL or HTML to Image using Docamatic when New Client in Evoliz
Password Protect PDF in Docamatic when New Client in Evoliz
Convert URL or HTML to PDF using Docamatic when New Client in Evoliz
Write to an existing PDF in Docamatic when New Client in Evoliz
Generate a PDF from a predefined template in Docamatic when New Client in Evoliz
Popular Docamatic + Evoliz flows
Start from a real workflow other teams are already running.
Choose a trigger
Docamatic
When this happens...
- Request a new Trigger for Docamatic
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
Convert URL or HTML to Image using Docamatic when New Client in Evoliz
Use this flowPassword Protect PDF in Docamatic when New Client in Evoliz
Use this flowConvert URL or HTML to PDF using Docamatic when New Client in Evoliz
Use this flowWrite to an existing PDF in Docamatic when New Client in Evoliz
Use this flowGenerate a PDF from a predefined template in Docamatic when New Client in Evoliz
Use this flowConvert URL or HTML to Image using Docamatic when New Invoice in Evoliz
Use this flowPassword Protect PDF in Docamatic when New Invoice in Evoliz
Use this flowConvert URL or HTML to PDF using Docamatic when New Invoice in Evoliz
Use this flowWrite to an existing PDF in Docamatic when New Invoice in Evoliz
Use this flowGenerate a PDF from a predefined template in Docamatic when New Invoice in Evoliz
Use this flowSupported Triggers & Actions
Everything you can automate between Docamatic 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 Docamatic integrations.
Convert URL or HTML to Image
This endpoint allows you to generate a PDF document from a URL or HTML.
Password Protect PDF
allows you to password protect an existing pdf document.
Convert URL or HTML to PDF
generate a PDF document from a URL or HTML
Write to an existing PDF
Add text, images, barcodes and QR codes to an existing pdf document.
Generate a PDF from a predefined template
This endpoint allows you to create a PDF or image from one of our predefined templates.
Create Account
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
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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About Docamatic
Docamatic is a powerful platform designed to streamline document generation and automation. It allows users to create, manage, and distribute documents efficiently, reducing manual effort and increasing productivity.
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 Docamatic 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 Docamatic 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 Docamatic triggers actions in Evoliz, and a separate workflow where Evoliz triggers actions in Docamatic. 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 Docamatic and Evoliz. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docamatic 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.
