Connect Natif and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Natif
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 Natif and Evoliz automations
Actions and Triggers
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 Natif integrations.
Find uploaded documents
Queries for documents that fulfill given parameters.
Get document by ID
Get information about the given document, amongst others the processing status.
Delete a document
Permanently delete a document.
Get extraction results
Get the extractions for the given document. The results are specific for the document's type.
Get OCR results
Retrieves the ocr results for the document with the given id.
List existing document sharing tokens
List info about existing document sharing tokens for the current users team.
Know More About Natif and Evoliz Integrations
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Frequently Asked Questions
To start, connect both your Natif and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Natif triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Natif 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 Natif 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 Natif 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 Natif
Natif.ai is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers advanced AI tools designed to automate tasks, improve decision-making, and increase operational efficiency. With Natif.ai, businesses can harness the power of AI to transform their workflows and gain a competitive edge in their industry.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
