Connect Template To and Evoliz
Integrate Template To with Evoliz to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Upcoming Invoices from Template To when New Client in Evoliz
Create Text From Template using Template To when New Payment in Evoliz
Send Invoice in Evoliz when When a new template is created in Template To
Convert HTML to PDF with Template To when New Client in Evoliz
Create Prospect in Evoliz when When a new template is created in Template To
Popular Template To + Evoliz flows
Start from a real workflow other teams are already running.
Choose a trigger
Template To
When this happens...
When a new template is created
Choose an action
Evoliz
Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
Get Upcoming Invoices from Template To when New Client in Evoliz
Use this flowCreate Text From Template using Template To when New Payment in Evoliz
Use this flowSend Invoice in Evoliz when When a new template is created in Template To
Use this flowConvert HTML to PDF with Template To when New Client in Evoliz
Use this flowCreate Prospect in Evoliz when When a new template is created in Template To
Use this flowConvert HTML to PDF with Template To when New Payment in Evoliz
Use this flowCreate Account in Evoliz when When a new template is created in Template To
Use this flowCreate Prospect Contact in Evoliz when When a new template is created in Template To
Use this flowFind Article in Evoliz when When a new template is created in Template To
Use this flowCreate PDF from Template with Template To when New Client in Evoliz
Use this flowSupported Triggers & Actions
Everything you can automate between Template To and Evoliz.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new template is created
Runs the workflow automatically whenever a new template is created in the account.
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 Template To integrations.
Create PDF from Template
Creates a PDF from a template using the provided inputs.
Get Upcoming Invoices
Get upcoming invoices.
Convert HTML to PDF
Create a PDF from provided HTML and return the PDF file URL.
Create Text From Template
Create text from a template using provided inputs.
Create Text From HTML
Generate a Text from HTML and return its file details.
Create Account
Creates a new accounting account in Evoliz for the connected company using the provided code and label.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn more
About Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Template To and Evoliz accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Template To and Evoliz as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Evoliz. No coding required.
Yes. You can set up a workflow where Template To triggers actions in Evoliz, and a separate workflow where Evoliz triggers actions in Template To. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Template To and Evoliz. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Template To and Evoliz integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
