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

Automatically do this!
Enable Integrations or automations with these events of Evoliz and Vectr
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.
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 Vectr accounts to viaSocket. Once connected, you can set up a workflow where an event in Evoliz triggers actions in Vectr (or vice versa).
Absolutely. You can customize how Evoliz data is recorded in Vectr. This includes choosing which data fields go into which fields of Vectr, setting up custom formats, and filtering out unwanted information.
The data sync between Evoliz and Vectr 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 Vectr. 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.
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