Connect Formilla and Evoliz to Build Intelligent Automations

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Formilla

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.

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).

New Invoice

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

New Payment

Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.

Request a new Trigger for Formilla

Do thisActions

Action is the task that follows automatically within your Formilla integrations.

Update Contact

Update Contact

Update a Contact's

Create Contact

Create Contact

create a contact's

Create Account

Create Account

Creates a new accounting account in Evoliz for the connected company using the provided code and label.

Create Article

Create Article

Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.

Create Client

Create Client

Create a new client in Evoliz with contact, address, and optional bank and company details.

Create Contact Client

Create Contact Client

Create a new contact for an existing client in Evoliz.

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Frequently Asked Questions

How do I start an integration between Formilla and Evoliz?

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

Can we customize how data from Formilla is recorded in Evoliz?

Absolutely. You can customize how Formilla 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 Formilla and Evoliz?

The data sync between Formilla 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 Formilla 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 Formilla and Evoliz?

Yes, you can set conditional logic to control the flow of data between Formilla 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.

Formilla

About Formilla

Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.

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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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