Connect Pencil Spaces and Evoliz to Build Intelligent Automations

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Pencil Spaces

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Evoliz

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

User Joins or Leaves a Room

User Joins or Leaves a Room

Runs when a user joins or leaves a room in Pencil Spaces.

New Client

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

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

New Payment

Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.

Request a new Trigger for Pencil Spaces

Do thisActions

Action is the task that follows automatically within your Pencil Spaces integrations.

Create Space

Create Space

Creates a new collaborative space and invites the listed hosts and participants.

Invite User

Invite User

Sends an email inviting a user to join the institution.

Create Account

Create Account

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

Create Article

Create Article

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

Create Client

Create Client

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

Create Contact Client

Create Contact Client

Create a new contact for an existing client in Evoliz.

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Frequently Asked Questions

How do I start an integration between Pencil Spaces and Evoliz?

To start, connect both your Pencil Spaces and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Pencil Spaces triggers actions in Evoliz (or vice versa).

Can we customize how data from Pencil Spaces is recorded in Evoliz?

Absolutely. You can customize how Pencil Spaces 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.

How often does the data sync between Pencil Spaces and Evoliz?

The data sync between Pencil Spaces and Evoliz typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pencil Spaces to Evoliz?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pencil Spaces and Evoliz?

Yes, you can set conditional logic to control the flow of data between Pencil Spaces 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.

Pencil Spaces

About Pencil Spaces

Pencil Spaces is an innovative platform designed to enhance online collaboration and productivity. It offers a virtual workspace where teams can seamlessly interact, share ideas, and work together in real-time, making it ideal for remote work and education environments.

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Evoliz

About Evoliz

Evoliz is an invoicing and management software designed for small businesses but also their accountants.

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