Connect Planable and Evoliz
Integrate Planable with Evoliz to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Evoliz when When a new post is created in Planable
Create Article in Evoliz when When a new post is created in Planable
Create Client in Evoliz when When a new post is created in Planable
Create Contact Client in Evoliz when When a new post is created in Planable
Create Prospect Contact in Evoliz when When a new post is created in Planable
Popular Planable + Evoliz flows
Start from a real workflow other teams are already running.
Choose a trigger
Planable
When this happens...
When a new post is created
When a post becomes fully approved in the workspace
When a post is published
Choose an action
Evoliz
Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
Create Account in Evoliz when When a new post is created in Planable
Use this flowCreate Article in Evoliz when When a new post is created in Planable
Use this flowCreate Client in Evoliz when When a new post is created in Planable
Use this flowCreate Contact Client in Evoliz when When a new post is created in Planable
Use this flowCreate Prospect Contact in Evoliz when When a new post is created in Planable
Use this flowCreate Prospect in Evoliz when When a new post is created in Planable
Use this flowUpdate Article in Evoliz when When a new post is created in Planable
Use this flowFind Article in Evoliz when When a new post is created in Planable
Use this flowSend Invoice in Evoliz when When a new post is created in Planable
Use this flowCreate Account in Evoliz when When a post becomes fully approved in the workspace in Planable
Use this flowSupported Triggers & Actions
Everything you can automate between Planable and Evoliz.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new post is created
Runs the workflow automatically when a new post is created in the workspace.
When a post becomes fully approved in the workspace
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
When a post is published
Runs the workflow automatically whenever a post is published in your Planable account.
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 Planable integrations.
Create Post
Creates a new social media post in Planable.
Add Comment to Post
Add a comment to a post for review or collaboration.
Update Post
Edit a Planable post's text, schedule, media, labels, and publishing options.
Create Campaign
Create a campaign to organize content, manage approvals, and schedule posts.
Update Campaign
Update a campaign's name, status, dates, color, icon, or links.
View Campaign Details
Retrieve campaign details including name, status, posts, schedule, and approval settings.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
Learn moreSimilar apps
About Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planable and Evoliz accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Planable and Evoliz as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Evoliz. No coding required.
Yes. You can set up a workflow where Planable triggers actions in Evoliz, and a separate workflow where Evoliz triggers actions in Planable. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Planable and Evoliz. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Planable and Evoliz integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
