
When this happens...
New Client
New Invoice
New Payment

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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.
Triggers when a new member signs up.
Triggered when a member is removed from Memberful; sends the member's details to your webhook.
Triggered when a Memberful member's details change; provides the updated member record for your workflow.
Action is the task that follows automatically within your Evoliz integrations.
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.
Create a new client in Evoliz with contact, address, and optional bank and company details.
Create a new contact for an existing client in Evoliz.
Create a new contact and attach it to an existing prospect in Evoliz.
Creates a Prospect

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Evoliz and Memberful accounts to viaSocket. Once connected, you can set up a workflow where an event in Evoliz triggers actions in Memberful (or vice versa).
Absolutely. You can customize how Evoliz data is recorded in Memberful. This includes choosing which data fields go into which fields of Memberful, setting up custom formats, and filtering out unwanted information.
The data sync between Evoliz and Memberful 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 Memberful. 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 is an invoicing and management software designed for small businesses but also their accountants.
Learn MoreMemberful is a membership management and subscription platform that helps creators, publishers, educators, and online businesses sell memberships, manage subscribers, and monetize digital content all while giving them full control over their brand and audience
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