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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.
Activates instantly when a new booking is created, triggering immediate workflow initiation.
Activates instantly when a booking is rescheduled, triggering immediate workflow initiation.
Activates instantly when a booking is cancelled, triggering immediate workflow initiation.
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 Cal.com accounts to viaSocket. Once connected, you can set up a workflow where an event in Evoliz triggers actions in Cal.com (or vice versa).
Absolutely. You can customize how Evoliz data is recorded in Cal.com. This includes choosing which data fields go into which fields of Cal.com, setting up custom formats, and filtering out unwanted information.
The data sync between Evoliz and Cal.com 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 Cal.com. 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 MoreCal.com is a versatile scheduling platform designed to streamline appointment booking and calendar management. It offers seamless integration with various calendar services, making it easy to schedule meetings, events, and appointments.
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