Connect Evoliz and LeadConnector to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Evoliz
Choose an Action
Automatically do this!
Create Task
Add Tags To Contact
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
Enable Integrations or automations with these events of Evoliz and LeadConnector
Enable Integrations or automations with these events of Evoliz and LeadConnector
Actions
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 Task
Creates a new task.
Add Tags To Contact
Add one or more tags to a specific contact in LeadConnector.
Update Task
Update the details of an existing task by its ID.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Evoliz and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in Evoliz triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how Evoliz data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between Evoliz and LeadConnector 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 LeadConnector. 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 LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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