Connect Rocketlane and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Project Updated
Task Updated
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 Rocketlane and Evoliz automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when project is created
Project Updated
Triggers when a project is updated.
Task Updated
Triggers when a task 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 Rocketlane integrations.
Create Project
Creates a project.
Archive Project
Archives a project.
Create Task
Creates a task.
Delete Project
Deletes a project.
Import Templates To Project
Imports one or more templates into a project.
Update Project
Updates a project.
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Frequently Asked Questions
To start, connect both your Rocketlane and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Rocketlane 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 Rocketlane 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 Rocketlane 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 Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
