
When this happens...
New Client
New Invoice
New Payment

Automatically do this!
Create a Contact
Create Channel
Set WhatsApp About
Send a WhatsApp Text Message
Send a WhatsApp Media Message
Send a WhatsApp Group Media Message
Check if a Phone Number Has WhatsApp
Create a WhatsApp Group
Add Participants to a WhatsApp Group
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When this happensTriggers
A trigger is an event that starts a workflow.
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.
Triggers when a new message is received on 2Chat.
Triggers when a new message is sent on 2Chat.
Triggers when a new WhatsApp message is either sent or received.
Action is the task that follows automatically within your Evoliz integrations.
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.
Create a new client in Evoliz with contact, address, and optional bank and company details.
Create a new contact for an existing client in Evoliz.
Create a new contact and attach it to an existing prospect in Evoliz.
Creates a Prospect

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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 Evoliz and 2Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in Evoliz triggers actions in 2Chat (or vice versa).
Absolutely. You can customize how Evoliz data is recorded in 2Chat. This includes choosing which data fields go into which fields of 2Chat, setting up custom formats, and filtering out unwanted information.
The data sync between Evoliz and 2Chat 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 Evoliz and 2Chat. 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.
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
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