Connect Pipefy and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pipefy
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 Pipefy 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 Pipefy integrations.
Create Record
Creates a new table record.
Create Card
Creates a new card.
Delete Card
Delete a card using card id.
Update Card
Updates a card Title.
Find Card
Finds a card by Title.
Create Account
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
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Frequently Asked Questions
To start, connect both your Pipefy and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Pipefy 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 Pipefy 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 Pipefy 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 Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
