Connect ProjectManager and Evoliz to Build Intelligent Automations

Choose a Trigger

ProjectManager

When this happens...

Choose an Action

Evoliz

Automatically do this!

Ready to use ProjectManager and Evoliz automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Resource Added

New Resource Added

Runs when a new person, material, or tool is added to your account

New Project Created

New Project Created

Runs when a new project is created in ProjectManager.

New Task Created

New Task Created

Runs when a new task is created, optionally only for a specific project.

Timesheet Entry Created/Updated

Timesheet Entry Created/Updated

Runs when a timesheet entry is created/updated.

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.

Do thisActions

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

Create Project

Create Project

Create a new project

Create Task

Create Task

Creates a new task in your project.

Update Project

Update Project

Update selected fields of an existing project. Empty fields remain unchanged.

Update Task

Update Task

Update an existing task; empty fields remain unchanged.

Update Timesheet Entry ID

Update Timesheet Entry ID

Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry

Get Project Details

Get Project Details

Get details of a specific project.

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Frequently Asked Questions

How do I start an integration between ProjectManager and Evoliz?

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

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

Absolutely. You can customize how ProjectManager 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 ProjectManager and Evoliz?

The data sync between ProjectManager 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 ProjectManager 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 ProjectManager and Evoliz?

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

ProjectManager

About ProjectManager

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

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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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