Connect Microsoft Outlook and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Created
New Email
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 Microsoft Outlook and Evoliz automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Created
Runs when new contact is created
New Email
Triggers when new email 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.
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 Microsoft Outlook integrations.
Create Contact
Create a new contact.
Create Draft Email
Create a new draft email
Create Calendar Event
Create an event in the specified calendar.
Delete Calendar Event
Delete an existing event
Send Email
Send an email from your Outlook account.
Update Contact
Update an existing contact
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Step by step guides to integrate Microsoft Outlook and Evoliz
Frequently Asked Questions
To start, connect both your Microsoft Outlook and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Outlook triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
