Connect Evoliz and CallTrackingMetrics
Integrate Evoliz with CallTrackingMetrics to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact List in CallTrackingMetrics when New Client in Evoliz
Send SMS via CallTrackingMetrics when New Client in Evoliz
List Tracking Numbers from CallTrackingMetrics when New Client in Evoliz
Create Contact List in CallTrackingMetrics when New Invoice in Evoliz
Send SMS via CallTrackingMetrics when New Invoice in Evoliz
Popular Evoliz + CallTrackingMetrics flows
Start from a real workflow other teams are already running.
Choose a trigger
Evoliz
When this happens...
New Client
New Invoice
New Payment
Choose an action
CallTrackingMetrics
Automatically do this!
Create Contact List
Send SMS
List Tracking Numbers
Create Contact List in CallTrackingMetrics when New Client in Evoliz
Use this flowSend SMS via CallTrackingMetrics when New Client in Evoliz
Use this flowList Tracking Numbers from CallTrackingMetrics when New Client in Evoliz
Use this flowCreate Contact List in CallTrackingMetrics when New Invoice in Evoliz
Use this flowSend SMS via CallTrackingMetrics when New Invoice in Evoliz
Use this flowList Tracking Numbers from CallTrackingMetrics when New Invoice in Evoliz
Use this flowCreate Contact List in CallTrackingMetrics when New Payment in Evoliz
Use this flowSend SMS via CallTrackingMetrics when New Payment in Evoliz
Use this flowList Tracking Numbers from CallTrackingMetrics when New Payment in Evoliz
Use this flowCreate Account in Evoliz when New Call Starts in CallTrackingMetrics
Use this flowSupported Triggers & Actions
Everything you can automate between Evoliz and CallTrackingMetrics.
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.
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn moreSimilar apps
About CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Evoliz and CallTrackingMetrics accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Evoliz and CallTrackingMetrics as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CallTrackingMetrics. No coding required.
Yes. You can set up a workflow where Evoliz triggers actions in CallTrackingMetrics, and a separate workflow where CallTrackingMetrics triggers actions in Evoliz. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Evoliz and CallTrackingMetrics. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Evoliz and CallTrackingMetrics integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
