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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

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

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

New Payment

Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.

New Records Created or Updated

New Records Created or Updated

Trigger when new record is created or updated in your table.

New Records Created

New Records Created

Retrieve records created in a specified Airtable base and table within the last N minutes (default 15), optionally limited to a view.

Request a new Trigger for Evoliz

Do thisActions

Action is the task that follows automatically within your Evoliz integrations.

Create Account

Create Account

Creates a new accounting account in Evoliz for the connected company using the provided code and label.

Create Article

Create Article

Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.

Create Client

Create Client

Create a new client in Evoliz with contact, address, and optional bank and company details.

Create Contact Client

Create Contact Client

Create a new contact for an existing client in Evoliz.

Create Prospect Contact

Create Prospect Contact

Create a new contact and attach it to an existing prospect in Evoliz.

Create Prospect

Create Prospect

Creates a Prospect

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Step by step guides to integrate Evoliz and Airtable

Frequently Asked Questions

How do I start an integration between Evoliz and Airtable?

To start, connect both your Evoliz and Airtable accounts to viaSocket. Once connected, you can set up a workflow where an event in Evoliz triggers actions in Airtable (or vice versa).

Can we customize how data from Evoliz is recorded in Airtable?

Absolutely. You can customize how Evoliz data is recorded in Airtable. This includes choosing which data fields go into which fields of Airtable, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Evoliz and Airtable?

The data sync between Evoliz and Airtable typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Evoliz to Airtable?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Evoliz and Airtable?

Yes, you can set conditional logic to control the flow of data between Evoliz and Airtable. 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

About Evoliz

Evoliz is an invoicing and management software designed for small businesses but also their accountants.

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Airtable

About Airtable

Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.

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