Integrate Evoliz with your favorite apps

Easily connect Evoliz with the apps you use every day. Pick from thousands of available Evoliz integrations or customize new ones through our automation platform.

Ready to use Evoliz automations

Triggers and Actions in Evoliz Automations

viaSocket makes it simple to connect Evoliz and automate repetitive tasks.

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

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

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

New Payment

Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.

Request a new Trigger for Evoliz

Do thisActions

Action is the task that follows automatically within your Evoliz integrations.

Create Account

Create Account

Creates a new accounting account in Evoliz for the connected company using the provided code and label.

Create Article

Create Article

Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.

Create Client

Create Client

Create a new client in Evoliz with contact, address, and optional bank and company details.

Create Contact Client

Create Contact Client

Create a new contact for an existing client in Evoliz.

Create Prospect Contact

Create Prospect Contact

Create a new contact and attach it to an existing prospect in Evoliz.

Create Prospect

Create Prospect

Creates a Prospect

How to get started with Evoliz automations

Automate when something happens in Evoliz

Login -> Create new flow -> Select trigger -> Search Evoliz -> Choose the trigger from the list

Take action in Evoliz when something happens in an app or you want to add step in flow

Login -> Create new flow -> Select action -> Search Evoliz -> Choose the action from the list

Trigger

Evoliz

Action

Evoliz

Real-world use cases of Evoliz integrations

See how Evoliz integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate evoliz with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and evoliz databases.
  • Integrate evoliz with MySQL to automatically sync records, facilitating seamless data exchange between evoliz and your SQL databases.

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Evoliz

About Evoliz

Evoliz is an invoicing and management software designed for small businesses but also their accountants.

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viaSocket

About viaSocket

viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.

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