Connect Teamdeck and Evoliz to Build Intelligent Automations

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Teamdeck

When this happens...

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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 Teamdeck

Do thisActions

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

Add booking

Add booking

Add a new Booking to the Selected Resource.

Create Project

Create Project

Creates a new Project in your Organization.

Create Resource

Create Resource

Creates a new rRsource in your Account.

Create Organization Unit

Create Organization Unit

Creates a organization unit.

Time Entry Resource

Time Entry Resource

Add a new time Entry assigned to any Resource within your Organization.

Update Project

Update Project

Updates an Existing Project.

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Frequently Asked Questions

How do I start an integration between Teamdeck and Evoliz?

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

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

Absolutely. You can customize how Teamdeck 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 Teamdeck and Evoliz?

The data sync between Teamdeck 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 Teamdeck 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 Teamdeck and Evoliz?

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

Teamdeck

About Teamdeck

Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.

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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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