Connect Evoliz and Floworg AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
New Invoice
New Payment
Choose an Action
Automatically do this!
Add Tag By Name To User
Add Tag To User
Broadcast Sub flow To User
Clear User Field
Clear User Field by Name
Create Custom Field
Create Tag
Pause Bot Automation
Remove Tag by Name from User
Remove Tag from User
Resume Bot Automation
Send Content to User
Send Main Flow to User
Send Sub Flow to User
Send Text to User
Set Bot Field
Set Bot Field by Name
Set User Field
Set User Field by Name
Create Bot User
Find Agent By Email
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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.
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 Floworg AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Evoliz triggers actions in Floworg AI (or vice versa).
Absolutely. You can customize how Evoliz data is recorded in Floworg AI. This includes choosing which data fields go into which fields of Floworg AI, setting up custom formats, and filtering out unwanted information.
The data sync between Evoliz and Floworg 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 Floworg 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 Floworg AI
Floworg AI is an advanced AI-driven platform designed to streamline and enhance organizational workflows. By leveraging cutting-edge artificial intelligence, Floworg AI helps businesses automate routine tasks, optimize processes, and improve overall efficiency. Whether you're managing projects, coordinating teams, or handling complex data, Floworg AI provides the tools you need to stay ahead in a competitive market.
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