Connect Pipl.ai and Evoliz to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Pipl.ai

Do thisActions

Action is the task that follows automatically within your Pipl.ai integrations.

Add a new workspace

Add a new workspace

Adds a new workspace to Pipl.ai using an existing workspace ID for reference.

Create a new campaign

Create a new campaign

Creates a new campaign under a specified workspace.

List all campaigns

List all campaigns

Retrieve a list of campaigns for a specific workspace.

Get campaign status

Get campaign status

Get campaign status

Get campaign email accounts

Get campaign email accounts

Get a list of email accounts associated to the campaign

Set campaign name

Set campaign name

This action allows users to set a new name for their campaign.

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Frequently Asked Questions

How do I start an integration between Pipl.ai and Evoliz?

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

Can we customize how data from Pipl.ai is recorded in Evoliz?

Absolutely. You can customize how Pipl.ai 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 Pipl.ai and Evoliz?

The data sync between Pipl.ai 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 Pipl.ai 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 Pipl.ai and Evoliz?

Yes, you can set conditional logic to control the flow of data between Pipl.ai 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.

Pipl.ai

About Pipl.ai

Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.

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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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