Connect Magicplan and Evoliz
Integrate Magicplan with Evoliz to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Evoliz when When a new project is created in Magicplan
Create Article in Evoliz when When a new project is created in Magicplan
Create Client in Evoliz when When a new project is created in Magicplan
Create Contact Client in Evoliz when When a new project is created in Magicplan
Create Prospect Contact in Evoliz when When a new project is created in Magicplan
Popular Magicplan + Evoliz flows
Start from a real workflow other teams are already running.
Choose a trigger
Magicplan
When this happens...
When a new project is created
When a project is updated
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 When a new project is created in Magicplan
Use this flowCreate Article in Evoliz when When a new project is created in Magicplan
Use this flowCreate Client in Evoliz when When a new project is created in Magicplan
Use this flowCreate Contact Client in Evoliz when When a new project is created in Magicplan
Use this flowCreate Prospect Contact in Evoliz when When a new project is created in Magicplan
Use this flowCreate Prospect in Evoliz when When a new project is created in Magicplan
Use this flowUpdate Article in Evoliz when When a new project is created in Magicplan
Use this flowFind Article in Evoliz when When a new project is created in Magicplan
Use this flowSend Invoice in Evoliz when When a new project is created in Magicplan
Use this flowCreate Account in Evoliz when When a project is updated in Magicplan
Use this flowSupported Triggers & Actions
Everything you can automate between Magicplan and Evoliz.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new project is created
Runs the workflow automatically whenever a new project is created in the account.
When a project is updated
Runs the workflow automatically whenever a project is updated in the account.
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 Magicplan integrations.
List Plans
Retrieve plans using filters (Plan ID, Plan Name, or Owner Email), with sorting and optional pagination across pages.
Retrieve Workspace
Get a workspace's details, optionally including its users.
List Projects
List projects with optional search, sorting, and pagination; supports fetching all pages.
Find Project
Get details for a specific project by its ID.
Create Project
Runs the workflow automatically whenever a new project is created in the account.
Update Project
Update a project's name, description, acting user, or address information.
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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About Magicplan
magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.
Learn moreSimilar apps
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 Magicplan 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 Magicplan 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 Magicplan triggers actions in Evoliz, and a separate workflow where Evoliz triggers actions in Magicplan. 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 Magicplan and Evoliz. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Magicplan 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.
