Connect Evoliz and Dropbox to Build Intelligent Automations

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Evoliz

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Dropbox

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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 File in Folder

New File in Folder

Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.

New or Updated File

New or Updated File

Triggers when a new file is added or updated in a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.

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 Dropbox

Frequently Asked Questions

How do I start an integration between Evoliz and Dropbox?

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

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

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

How often does the data sync between Evoliz and Dropbox?

The data sync between Evoliz and Dropbox 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 Dropbox?

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 Dropbox?

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

About Dropbox

Dropbox is a file hosting service that offers cloud storage, file synchronization, personal cloud, and client software. It enables users to create a special folder on their computers, which Dropbox then synchronizes so that it appears to be the same folder regardless of the device used to view it. Files placed in this folder are also accessible through the Dropbox website and mobile apps.

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