Connect Moneybird and Evoliz
Integrate Moneybird with Evoliz to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Moneybird + Evoliz flows
Start from a real workflow other teams are already running.
Choose a trigger
Moneybird
When this happens...
New Invoice
New Contact
New Quote
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 New Invoice in Moneybird
Use this flowCreate Article in Evoliz when New Invoice in Moneybird
Use this flowCreate Client in Evoliz when New Invoice in Moneybird
Use this flowCreate Contact Client in Evoliz when New Invoice in Moneybird
Use this flowCreate Prospect Contact in Evoliz when New Invoice in Moneybird
Use this flowCreate Prospect in Evoliz when New Invoice in Moneybird
Use this flowUpdate Article in Evoliz when New Invoice in Moneybird
Use this flowFind Article in Evoliz when New Invoice in Moneybird
Use this flowSend Invoice in Evoliz when New Invoice in Moneybird
Use this flowCreate Account in Evoliz when New Contact in Moneybird
Use this flowSupported Triggers & Actions
Everything you can automate between Moneybird and Evoliz.
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created in Moneybird.
New Contact
Triggers when a new contact is created in Moneybird.
New Quote
Trigger when a new quote 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 Moneybird integrations.
Create Contact
Creates a new contact in Moneybird.
Get Administration
Get details of administration.
Create Document
Create a new Document
Create Sales Invoice
Create a new sales invoice
Send an Invoice
Send a invoice.
Create Quote
Create a new Quote.
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 Moneybird
Moneybird is a comprehensive online accounting software designed to streamline financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting to help businesses maintain accurate and up-to-date financial records.
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 Moneybird 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 Moneybird 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 Moneybird triggers actions in Evoliz, and a separate workflow where Evoliz triggers actions in Moneybird. 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 Moneybird and Evoliz. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Moneybird 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.
