Connect Sanity and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sanity
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 Sanity and Evoliz automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Sanity integrations.
Create project
Create a new project with a display name and optional organization ID
Update Project
Modify an existing Sanity project's name, settings, or metadata.
Delete Project
Delete a specific project.
Update Role
Update the details of specific role.
Delete Role
Delete a specific role by its id.
Create Account
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
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Frequently Asked Questions
To start, connect both your Sanity and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanity triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Sanity 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 Sanity 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 Sanity 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 Sanity
Sanity is a platform for structured content that allows teams to build and manage digital experiences with ease. It provides a flexible and customizable content management system (CMS) that adapts to your needs, enabling seamless collaboration and efficient content delivery.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
