Connect TeamWave and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TeamWave
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 TeamWave and Evoliz automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 TeamWave integrations.
Create Task
Creates a new task
List Project Timelog
List all project timelogs.
List Project Share
List all project shares.
Get Project Settings
List all project settings.
Get PM User Permission
Get PM user permissions.
List Taskgroups
Get a list of all taskgroups.
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Frequently Asked Questions
To start, connect both your TeamWave and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in TeamWave triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how TeamWave 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 TeamWave 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 TeamWave 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 TeamWave
TeamWave is a comprehensive business productivity platform that integrates project management, CRM, and HR tools to streamline your business operations. It offers a unified solution to manage projects, track sales, and handle employee data efficiently.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
