Connect MyDocSafe and Evoliz to Build Intelligent Automations

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Triggers when a document sign request is sent.

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.

Create a Folder

Create Folder in a specific parent folder

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create Account

Creates a new accounting account in Evoliz for the connected company using the provided code and label.

Create Article

Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.

Create Client

Create a new client in Evoliz with contact, address, and optional bank and company details.