Connect Segmetrics and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Segmetrics
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 Segmetrics 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 Segmetrics integrations.
Get Contact by Email
Returns the full customer journey of a single contact by email
Add or Update Contact
Adds a contact to the specified SegMetrics integration.
Add Tag to Contact
Add Tags to given contact.
Add Purchase to Contact
Adds a purchase to the specified SegMetrics integration.
Adds subscription
Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.
Remove Tags to Contact
Remove Tags to Contact
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Frequently Asked Questions
To start, connect both your Segmetrics and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Segmetrics triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Segmetrics 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 Segmetrics 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 Segmetrics 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 Segmetrics
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
