Integrations Evoliz Truconversion Connect
Evoliz + Truconversion Connect

Connect Evoliz and Truconversion Connect to Build Intelligent Automations

Choose a Trigger

Evoliz

When this happens...

Choose an Action

Truconversion Connect

Automatically do this!

Enable Integrations or automations with these events of Evoliz and Truconversion Connect

Enable Integrations or automations with these events of Evoliz and Truconversion Connect

Triggers

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

Actions

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

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Frequently Asked Questions

How do I start an integration between Evoliz and Truconversion Connect?

To start, connect both your Evoliz and Truconversion Connect accounts to viaSocket. Once connected, you can set up a workflow where an event in Evoliz triggers actions in Truconversion Connect (or vice versa).

Can we customize how data from Evoliz is recorded in Truconversion Connect?

Absolutely. You can customize how Evoliz data is recorded in Truconversion Connect. This includes choosing which data fields go into which fields of Truconversion Connect, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Evoliz and Truconversion Connect?

The data sync between Evoliz and Truconversion Connect typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Evoliz to Truconversion Connect?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Evoliz and Truconversion Connect?

Yes, you can set conditional logic to control the flow of data between Evoliz and Truconversion Connect. 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

About Evoliz

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

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Truconversion Connect

About Truconversion Connect

Integrate TruConversion and get results in your favorite App. You get access to all the best conversion optimization and analytics tools including Heatmaps, Visitor Session Recordings, Conversion funnels, MicroSurvey, Customer Surveys and Form Analytics.

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