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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.
Action is the task that follows automatically within your NeetoDesk integrations.
Get the Details of a Ticket
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.
Create a new client in Evoliz with contact, address, and optional bank and company details.
Create a new contact for an existing client in Evoliz.
Create a new contact and attach it to an existing prospect in Evoliz.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your NeetoDesk and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in NeetoDesk triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how NeetoDesk 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 NeetoDesk 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 NeetoDesk 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.
NeetoDesk is a comprehensive customer support platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools for managing customer inquiries, tracking support tickets, and providing efficient resolutions. With NeetoDesk, businesses can improve their customer service operations, ensuring timely and effective communication with clients.
Learn MoreEvoliz is an invoicing and management software designed for small businesses but also their accountants.
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