Connect Evoliz and klenty
Integrate Evoliz with klenty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect in Klenty when New Client in Evoliz
Change Status To Do Not Contact in Klenty when New Client in Evoliz
Revert Prospect Status From Do Not Contact in Klenty when New Client in Evoliz
Start Cadence in Klenty when New Client in Evoliz
Stop All Mails to Prospect in Klenty when New Client in Evoliz
Popular Evoliz + klenty 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
klenty
Automatically do this!
Create Prospect
Change Status To Do Not Contact
Revert Prospect Status From Do Not Contact
Start Cadence
Stop All Mails to Prospect
Stop Cadence
Unsubscribe Prospect
Update Prospect
Create Prospect in Klenty when New Client in Evoliz
Use this flowChange Status To Do Not Contact in Klenty when New Client in Evoliz
Use this flowRevert Prospect Status From Do Not Contact in Klenty when New Client in Evoliz
Use this flowStart Cadence in Klenty when New Client in Evoliz
Use this flowStop All Mails to Prospect in Klenty when New Client in Evoliz
Use this flowStop Cadence in Klenty when New Client in Evoliz
Use this flowUnsubscribe Prospect in Klenty when New Client in Evoliz
Use this flowUpdate Prospect in Klenty when New Client in Evoliz
Use this flowCreate Prospect in Klenty when New Invoice in Evoliz
Use this flowChange Status To Do Not Contact in Klenty when New Invoice in Evoliz
Use this flowSupported Triggers & Actions
Everything you can automate between Evoliz and klenty.
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.
Prospect Unsubscribe
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Cadence First Reply
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
On Bounce
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
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 klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Evoliz and klenty 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 klenty 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 klenty. No coding required.
Yes. You can set up a workflow where Evoliz triggers actions in klenty, and a separate workflow where klenty 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 klenty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Evoliz and klenty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
