Connect ProductPlan and Evoliz
Integrate ProductPlan with Evoliz to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Evoliz when New Bar Appears on Roadmap in ProductPlan
Create Article in Evoliz when New Bar Appears on Roadmap in ProductPlan
Create Client in Evoliz when New Bar Appears on Roadmap in ProductPlan
Create Contact Client in Evoliz when New Bar Appears on Roadmap in ProductPlan
Create Prospect Contact in Evoliz when New Bar Appears on Roadmap in ProductPlan
Popular ProductPlan + Evoliz flows
Start from a real workflow other teams are already running.
Choose a trigger
ProductPlan
When this happens...
New Bar Appears on Roadmap
Roadmap Is Updated
Roadmap Bar Is Updated
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 New Bar Appears on Roadmap in ProductPlan
Use this flowCreate Article in Evoliz when New Bar Appears on Roadmap in ProductPlan
Use this flowCreate Client in Evoliz when New Bar Appears on Roadmap in ProductPlan
Use this flowCreate Contact Client in Evoliz when New Bar Appears on Roadmap in ProductPlan
Use this flowCreate Prospect Contact in Evoliz when New Bar Appears on Roadmap in ProductPlan
Use this flowCreate Prospect in Evoliz when New Bar Appears on Roadmap in ProductPlan
Use this flowUpdate Article in Evoliz when New Bar Appears on Roadmap in ProductPlan
Use this flowFind Article in Evoliz when New Bar Appears on Roadmap in ProductPlan
Use this flowSend Invoice in Evoliz when New Bar Appears on Roadmap in ProductPlan
Use this flowCreate Account in Evoliz when Roadmap Is Updated in ProductPlan
Use this flowSupported Triggers & Actions
Everything you can automate between ProductPlan and Evoliz.
When this happensTriggers
A trigger is an event that starts a workflow.
New Bar Appears on Roadmap
Runs when New Bar Appears on Roadmap
Roadmap Is Updated
Runs when roadmap is updated
Roadmap Bar Is Updated
Runs when roadmap bar is updated
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 ProductPlan integrations.
Create New Bar
Add a new bar to your roadmap.
Get Roadmap Bars
Get all bars for a roadmap.
Update Bar
Update a roadmap bar by ID.
Create Account
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
Create Article
Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.
Create Client
Create a new client in Evoliz with contact, address, and optional bank and company details.
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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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 ProductPlan
Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
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 ProductPlan 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 ProductPlan 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 ProductPlan triggers actions in Evoliz, and a separate workflow where Evoliz triggers actions in ProductPlan. 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 ProductPlan and Evoliz. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ProductPlan 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.
