
When this happens...
New Resource Added
New Project Created
New Task Created
Timesheet Entry Created/Updated

Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new person, material, or tool is added to your account
Runs when a new project is created in ProjectManager.
Runs when a new task is created, optionally only for a specific project.
Runs when a timesheet entry is created/updated.
Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
Action is the task that follows automatically within your ProjectManager integrations.
Create a new project
Creates a new task in your project.
Update selected fields of an existing project. Empty fields remain unchanged.
Update an existing task; empty fields remain unchanged.
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
Get details of a specific project.

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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).
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.
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.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
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.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.
Learn MoreEvoliz is an invoicing and management software designed for small businesses but also their accountants.
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