Connect Reflect and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
New Link
Choose an Action
Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
Ready to use Reflect and Evoliz automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Link
Triggers when a new link is created
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 Reflect integrations.
Create Note
Creates a Note with supplied HTML or Markdown.
Create Link
Creates a Link inside of Reflect.
Append to Daily Note
Appends text to the daily note
List Graphs
Get a list of all graphs.
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.
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Frequently Asked Questions
To start, connect both your Reflect and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Reflect triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Reflect 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 Reflect 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 Reflect 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.
About Reflect
Reflect is a powerful tool designed to help users capture, organize, and reflect on their thoughts and ideas. With features that support note-taking, journaling, and idea management, Reflect.app is perfect for individuals looking to enhance their productivity and mindfulness.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
