
When this happens...

Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
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 OpenAI (ChatGPT) integrations.
Generates a response based on your prompt.
Create an image from text
Extract data from audio, PDF, or image file by Url.
Create a conversation.
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.

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To start, connect both your OpenAI (ChatGPT) and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in OpenAI (ChatGPT) triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how OpenAI (ChatGPT) 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 OpenAI (ChatGPT) 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 OpenAI (ChatGPT) 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.
ChatGPT is an AI-powered chatbot that helps users with a wide range of tasks, including answering questions, generating text, brainstorming ideas, and assisting with coding. It provides natural and engaging conversations, making it useful for learning, productivity, and entertainment.
Learn MoreEvoliz is an invoicing and management software designed for small businesses but also their accountants.
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