Connect myphoner and Evoliz
Integrate myphoner with Evoliz to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular myphoner + Evoliz flows
Start from a real workflow other teams are already running.
Choose a trigger
myphoner
When this happens...
- Request a new Trigger for myphoner
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 Lead in Myphoner when New Client in Evoliz
Use this flowMark Lead as Winner in Myphoner when New Client in Evoliz
Use this flowMark Lead as Lost in Myphoner when New Client in Evoliz
Use this flowSchedule Callback in Myphoner when New Client in Evoliz
Use this flowFind or Create Lead in Myphoner when New Client in Evoliz
Use this flowCreate Lead in Myphoner when New Invoice in Evoliz
Use this flowMark Lead as Winner in Myphoner when New Invoice in Evoliz
Use this flowMark Lead as Lost in Myphoner when New Invoice in Evoliz
Use this flowSchedule Callback in Myphoner when New Invoice in Evoliz
Use this flowFind or Create Lead in Myphoner when New Invoice in Evoliz
Use this flowSupported Triggers & Actions
Everything you can automate between myphoner and Evoliz.
When this happensTriggers
A trigger is an event that starts a workflow.
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 myphoner integrations.
Create Lead
Create a new lead in the selected Myphoner list with contact and profile details.
Mark Lead as Winner
Mark a selected Myphoner lead as a winner. Optionally add an internal comment, assign a category, schedule a callback, or set a follow-up date.
Mark Lead as Lost
Mark a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.
Schedule Callback
Mark a Myphoner lead for a callback — set a delay or exact date/time and add an optional comment and category.
Find or Create Lead
Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.
Create Account
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
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 myphoner
Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.
Learn more
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 myphoner 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 myphoner 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 myphoner triggers actions in Evoliz, and a separate workflow where Evoliz triggers actions in myphoner. 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 myphoner and Evoliz. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire myphoner 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.
