Connect Sleekplan and Evoliz to Build Intelligent Automations

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Sleekplan

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Evoliz

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

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

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

New Payment

Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.

Request a new Trigger for Sleekplan

Do thisActions

Action is the task that follows automatically within your Sleekplan integrations.

List All Comments

List All Comments

Retrieves the list of all comments.

Create Changelog Update

Create Changelog Update

Create an update

Create Feedback

Create Feedback

Create a new post

Update Feedback

Update Feedback

Update a post

Search User

Search User

Retrieves the list of users based on search query string

Search Post

Search Post

Returns a list of feedback posts based on specified search.

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Frequently Asked Questions

How do I start an integration between Sleekplan and Evoliz?

To start, connect both your Sleekplan and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Sleekplan triggers actions in Evoliz (or vice versa).

Can we customize how data from Sleekplan is recorded in Evoliz?

Absolutely. You can customize how Sleekplan 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.

How often does the data sync between Sleekplan and Evoliz?

The data sync between Sleekplan and Evoliz typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Sleekplan to Evoliz?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Sleekplan and Evoliz?

Yes, you can set conditional logic to control the flow of data between Sleekplan 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.

Sleekplan

About Sleekplan

Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.

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Evoliz

About Evoliz

Evoliz is an invoicing and management software designed for small businesses but also their accountants.

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