
When this happens...
New Profile

Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new profile is created.
Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.
Action is the task that follows automatically within your Klaviyo integrations.
Get an existing account details
Get a existing profile details by its Phone number.
Create a new profile
Create a new list
Adds an existing profile to a list
Removes a profile from the list.

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To start, connect both your Klaviyo and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Klaviyo triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Klaviyo 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 Klaviyo 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 Klaviyo 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.
Klaviyo is a powerful email and SMS marketing automation platform designed to help businesses grow by leveraging data-driven marketing strategies. It enables users to create personalized and targeted campaigns, track customer behavior, and analyze performance metrics to optimize marketing efforts.
Learn MoreEvoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More