Connect Trengo and Evoliz to Build Intelligent Automations

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Trengo

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 Trengo

Do thisActions

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

Create a profile

Create a profile

Creates a profile

Get a Contact

Get a Contact

Get a Contact by id.

Update a profile

Update a profile

Update a profile by ID.

Delete a profile

Delete a profile

Delete a profile by ID.

Create a note

Create a note

Create a note to profile.

Attach a contact

Attach a contact

Attach a contact

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Frequently Asked Questions

How do I start an integration between Trengo and Evoliz?

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

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

Absolutely. You can customize how Trengo 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 Trengo and Evoliz?

The data sync between Trengo 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 Trengo 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 Trengo and Evoliz?

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