Connect EyeLevel AI and Evoliz to Build Intelligent Automations

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EyeLevel AI

When this happens...

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Evoliz

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Update Documet

Update Documet

Trigger when an existing Ingest document is updated.

New Ingest Document

New Ingest Document

Trigger when new Ingest document is created.

New Group

New Group

Trigger when new Group is created.

Update Bucket

Update Bucket

Trigger when an existing bucket is updated.

New Bucket

New Bucket

Trigger when new bucket is created.

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).

Do thisActions

Action is the task that follows automatically within your EyeLevel AI integrations.

Create Bucket

Create Bucket

Creates a Bucket.

Update Bucket

Update Bucket

Update an existing bucket.

Delete Bucket

Delete Bucket

Delete an existing bucket.

Create Group

Create Group

Creates a Group.

Update Group

Update Group

Update an existing group.

Delete Group

Delete Group

Delete an existing group.

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Frequently Asked Questions

How do I start an integration between EyeLevel AI and Evoliz?

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

Can we customize how data from EyeLevel AI is recorded in Evoliz?

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

How often does the data sync between EyeLevel AI and Evoliz?

The data sync between EyeLevel AI and Evoliz 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 EyeLevel AI to Evoliz?

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 EyeLevel AI and Evoliz?

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

EyeLevel AI

About EyeLevel AI

EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.

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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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