Connect Evoliz and Loop & Tie to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
New Invoice
New Payment
Choose an Action
Automatically do this!
- Request a new Action for Loop & Tie
Enable Integrations or automations with these events of Evoliz and Loop & Tie
Enable Integrations or automations with these events of Evoliz and Loop & Tie
Triggers
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.
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 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 Loop & Tie accounts to viaSocket. Once connected, you can set up a workflow where an event in Evoliz triggers actions in Loop & Tie (or vice versa).
Absolutely. You can customize how Evoliz data is recorded in Loop & Tie. This includes choosing which data fields go into which fields of Loop & Tie, setting up custom formats, and filtering out unwanted information.
The data sync between Evoliz and Loop & Tie 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 Loop & Tie. 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 Loop & Tie
Loop & Tie is a gifting-at-scale engagement platform, which allows gifters to send a list of curated gifts that a recipient can choose from.
Learn More
