viaSocket

Connect Smartsheet and Evoliz to Build Intelligent Automations

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Smartsheet

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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 Row

New Row

Triggers when a new row is added to a sheet.

Updated Row

Updated Row

Triggers when a row is updated in a sheet.

New Attachment

New Attachment

Triggers when a new attachment is added to a row.

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 Smartsheet

Do thisActions

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

Add Attachment to Row

Add Attachment to Row

Attaches a file to an existing row.

Copy Row

Copy Row

Copies a row from one sheet to another.

Move Row

Move Row

Moves a row from one sheet to another.

Add Discussion to Row

Add Discussion to Row

Adds discussion to a row.

Create Workspace

Create Workspace

Creates a Workspace.

Send Row

Send Row

Sends a row via email.

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Frequently Asked Questions

How do I start an integration between Smartsheet and Evoliz?

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

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

Absolutely. You can customize how Smartsheet 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 Smartsheet and Evoliz?

The data sync between Smartsheet 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 Smartsheet 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 Smartsheet and Evoliz?

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

Smartsheet

About Smartsheet

Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.

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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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