Connect Teable and Evoliz to Build Intelligent Automations

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Teable

When this happens...

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Evoliz

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Ready to use Teable and Evoliz automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Record Is Added Or Updated

Record Is Added Or Updated

Runs when record is added or updated in a table.

New Record Is Created

New Record Is Created

Runs when new record is created

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 Teable

Do thisActions

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

Delete Records

Delete Records

Delete one or more records from a table and return the deleted items with clear field names.

Create Record

Create Record

Creates a new entry in the selected table.

Update Record

Update Record

Updates a record in Teable with the provided field values.

Get Record

Get Record

Gets a single record from a table by its record ID.

Create Account

Create Account

Creates a new accounting account in Evoliz for the connected company using the provided code and label.

Create Article

Create Article

Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.

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Frequently Asked Questions

How do I start an integration between Teable and Evoliz?

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

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

Absolutely. You can customize how Teable 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 Teable and Evoliz?

The data sync between Teable 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 Teable 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 Teable and Evoliz?

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

Teable

About Teable

Teable is an AI-powered platform designed to enhance productivity and collaboration through intelligent task management and automation solutions.

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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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