Connect KarmaCRM and Evoliz
Integrate KarmaCRM with Evoliz to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Evoliz when Company Created in Karmacrm
Create Article in Evoliz when Company Created in Karmacrm
Create Client in Evoliz when Company Created in Karmacrm
Create Contact Client in Evoliz when Company Created in Karmacrm
Create Prospect Contact in Evoliz when Company Created in Karmacrm
Popular KarmaCRM + Evoliz flows
Start from a real workflow other teams are already running.
Choose a trigger
KarmaCRM
When this happens...
Company Created
New Contact Created
Contact Updated
New Deal Created
Choose an action
Evoliz
Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
Create Account in Evoliz when Company Created in Karmacrm
Use this flowCreate Article in Evoliz when Company Created in Karmacrm
Use this flowCreate Client in Evoliz when Company Created in Karmacrm
Use this flowCreate Contact Client in Evoliz when Company Created in Karmacrm
Use this flowCreate Prospect Contact in Evoliz when Company Created in Karmacrm
Use this flowCreate Prospect in Evoliz when Company Created in Karmacrm
Use this flowUpdate Article in Evoliz when Company Created in Karmacrm
Use this flowFind Article in Evoliz when Company Created in Karmacrm
Use this flowSend Invoice in Evoliz when Company Created in Karmacrm
Use this flowCreate Account in Evoliz when New Contact Created in KarmaCRM
Use this flowSupported Triggers & Actions
Everything you can automate between KarmaCRM and Evoliz.
When this happensTriggers
A trigger is an event that starts a workflow.
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
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.
Do thisActions
Action is the task that follows automatically within your KarmaCRM integrations.
List All Companies
Retrieve the list of all companies
List All Contacts
Retrieve the list of all contacts
Create Company
Creates new company.
Create Contact
Creates a new contact.
Create Deal
Creates new deal.
Find Company
Finds an existing company.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About KarmaCRM
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
Learn more
About Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your KarmaCRM and Evoliz 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 KarmaCRM and Evoliz 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 Evoliz. No coding required.
Yes. You can set up a workflow where KarmaCRM triggers actions in Evoliz, and a separate workflow where Evoliz triggers actions in KarmaCRM. 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 KarmaCRM and Evoliz. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire KarmaCRM and Evoliz integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
