Connect Productroad and Evoliz to Build Intelligent Automations

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Productroad

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Evoliz

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Post

New Post

Trigger when new post created.

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 Productroad

Do thisActions

Action is the task that follows automatically within your Productroad integrations.

Change Post Status

Change Post Status

To change status of the post you need to know ID of that post

Create Post

Create Post

You can create posts on your own behalf or on behalf of your users.

Create a post on behalf of the customer

Create a post on behalf of the customer

The request is identical to creating a post on your own behalf, but you need to add the email and full_name parameters, containing the email and username,

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.

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Frequently Asked Questions

How do I start an integration between Productroad and Evoliz?

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

Can we customize how data from Productroad is recorded in Evoliz?

Absolutely. You can customize how Productroad 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 Productroad and Evoliz?

The data sync between Productroad 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 Productroad 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 Productroad and Evoliz?

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

Productroad

About Productroad

Productroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.

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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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