Connect Evoliz and Bland.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
New Invoice
New Payment
Choose an Action
Automatically do this!
Create Prompt
Create Pathway
Get All Pathways Information
Get Single Pathway Information
Update Pathway
Delete Pathway
Send Call using Pathways
Send Call With Task
Send Call
List Calls
Call Details
Create Pathway Chat
Create Folder
Get All Folders
Update Folder
Delete Folder
Move Pathway
Create a Knowledge Base
Create a Custom Tool
Update Custom Tool
Custom Tool Details
Create a Web Agent
Update Web Agent Settings
Delete Web Agent
List Web Agents
Ready to use Evoliz and Bland.ai automations
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Actions and Triggers
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.
Web Agent Created
Get web agent created within schedule time
Do thisActions
Action is the task that follows automatically within your Evoliz integrations.
Create Account
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
Create Article
Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.
Create Client
Create a new client in Evoliz with contact, address, and optional bank and company details.
Create Contact Client
Create a new contact for an existing client in Evoliz.
Create Prospect Contact
Create a new contact and attach it to an existing prospect in Evoliz.
Create Prospect
Creates a Prospect
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Frequently Asked Questions
To start, connect both your Evoliz and Bland.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Evoliz triggers actions in Bland.ai (or vice versa).
Absolutely. You can customize how Evoliz data is recorded in Bland.ai. This includes choosing which data fields go into which fields of Bland.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Evoliz and Bland.ai 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 Bland.ai. 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 Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn MoreAbout Bland.ai
Bland.ai is a cutting-edge platform in the field of artificial intelligence, offering innovative tools and solutions to enhance business operations and decision-making processes. It provides AI-driven insights and automation capabilities to streamline workflows and improve efficiency.
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