Connect Evoliz and Wealthfront to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
New Invoice
New Payment
Choose an Action
Automatically do this!
- Request a new Action for Wealthfront
Enable Integrations or automations with these events of Evoliz and Wealthfront
Enable Integrations or automations with these events of Evoliz and Wealthfront
Triggers
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
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
New Payment
Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.
Actions
Create Account
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
Create Article
Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.
Create Client
Create a new client in Evoliz with contact, address, and optional bank and company details.
Create Contact Client
Create a new contact for an existing client in Evoliz.
Create Prospect Contact
Create a new contact and attach it to an existing prospect in Evoliz.
Create Prospect
Creates a Prospect
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Frequently Asked Questions
To start, connect both your Evoliz and Wealthfront accounts to viaSocket. Once connected, you can set up a workflow where an event in Evoliz triggers actions in Wealthfront (or vice versa).
Absolutely. You can customize how Evoliz data is recorded in Wealthfront. This includes choosing which data fields go into which fields of Wealthfront, setting up custom formats, and filtering out unwanted information.
The data sync between Evoliz and Wealthfront 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 Wealthfront. 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.
About Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn MoreAbout Wealthfront
Wealthfront is a leading automated investment service that provides financial planning, investment management, and banking services. It offers a range of financial products including tax-optimized investment portfolios, cash accounts, and personalized financial advice, all designed to help users grow their wealth efficiently.
Learn More
