Connect Easybroker and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Is Created Or Updated
New Contact Request
Property Created or Updated
Choose an Action
Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
Ready to use Easybroker and Evoliz automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Is Created Or Updated
Runs when contact is new/updated
New Contact Request
Triggers when a new contact request is created in EasyBroker.
Property Created or Updated
Runs when property changes
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 Easybroker integrations.
List Contacts
Get all EasyBroker contacts
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get Contact Requests
Retrieve contact requests
Get Property By ID
Get property details by ID
List All Collaborations
Show all collaborations for the connected EasyBroker account
List All Property Features
Get all property features
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Frequently Asked Questions
To start, connect both your Easybroker and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Easybroker 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 Easybroker 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 Easybroker 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.
About Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
