Connect Swit and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
New Idea
New Message
New Comment on Task
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 Swit and Evoliz automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea
Triggers when a new idea is posted on a specific channel.
New Message
Triggers when a new message is posted on a specific channel.
New Comment on Task
Triggers when a new comment is posted to a specific task.
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 Swit integrations.
Create Channel
Creates a channel in a workspace you select.
Create Idea
Posts an idea on a channel you select.
Create Message
Posts a message on a channel you select.
Create Project
Creates a project in a workspace you select.
Create Task
Creates a task in a project you select.
Create Comment on Task
Posts a comment to a task you select.
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Frequently Asked Questions
To start, connect both your Swit and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Swit triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Swit 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 Swit 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 Swit 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 Swit
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
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