Connect Teambook and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
Project Created
New User Joins
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 Teambook and Evoliz automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Project Created
Runs when project is created
New User Joins
Runs when new user joins
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 Teambook integrations.
Create User
Create a teambook user.
List Project
List all projects.
List Users
List all team members
List Actual Log
List all Actual Log.
List Tasks
List all tasks
List User Capacity
List all User Capacity.
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Frequently Asked Questions
To start, connect both your Teambook and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Teambook triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Teambook 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 Teambook 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 Teambook 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 Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
