Integrate Evoliz with Wbiztool to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Advance Whatapp Message using Wbiz Tool when New Client in Evoliz
Send Image File With Text on WhatsApp in Wbiztool when New Client in Evoliz
Send Text Only Whatsapp Message in Wbiztool when New Client in Evoliz
Send PDF File With Text on WhatsApp in Wbiztool when New Client in Evoliz
Send Advance Whatapp Message using Wbiz Tool when New Invoice in Evoliz
Start from a real workflow other teams are already running.
Evoliz
When this happens...
New Client
New Invoice
New Payment
Wbiztool
Automatically do this!
Send Advance Whatapp Message
Send Image File With Text on WhatsApp
Send Text Only Whatsapp Message
Send PDF File With Text on WhatsApp
Send Advance Whatapp Message using Wbiz Tool when New Client in Evoliz
Use this flowSend Image File With Text on WhatsApp in Wbiztool when New Client in Evoliz
Use this flowSend Text Only Whatsapp Message in Wbiztool when New Client in Evoliz
Use this flowSend PDF File With Text on WhatsApp in Wbiztool when New Client in Evoliz
Use this flowSend Advance Whatapp Message using Wbiz Tool when New Invoice in Evoliz
Use this flowSend Image File With Text on WhatsApp in Wbiztool when New Invoice in Evoliz
Use this flowSend Text Only Whatsapp Message in Wbiztool when New Invoice in Evoliz
Use this flowSend PDF File With Text on WhatsApp in Wbiztool when New Invoice in Evoliz
Use this flowSend Advance Whatapp Message using Wbiz Tool when New Payment in Evoliz
Use this flowSend Image File With Text on WhatsApp in Wbiztool when New Payment in Evoliz
Use this flowEverything you can automate between Evoliz and Wbiztool.
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.
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

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn moreWbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.
Learn moreSign up for a free viaSocket account, then authorize both your Evoliz and Wbiztool accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Evoliz and Wbiztool as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Wbiztool. No coding required.
Yes. You can set up a workflow where Evoliz triggers actions in Wbiztool, and a separate workflow where Wbiztool triggers actions in Evoliz. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Evoliz and Wbiztool. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Evoliz and Wbiztool integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.