Connect Flow and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Task Completed
New Project
Choose an Action
Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
Ready to use Flow and Evoliz automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created in GetFlow.
Task Completed
Triggers when a task is marked as completed in GetFlow.
New Project
Triggers when a new project is added.
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.
Do thisActions
Action is the task that follows automatically within your Flow integrations.
Create Task
Creates a new task in GetFlow Account.
list task
get a task in flow.
Get List
get a List in flow.
List workspaces
get a workspaces in flow.
List memberships
get a memberships in flow.
Create Account
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
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Frequently Asked Questions
To start, connect both your Flow and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Flow triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Flow 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.
The data sync between Flow and Evoliz 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 Flow 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.
About Flow
GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
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