Connect Upkeep and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Upkeep
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 Upkeep 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 Upkeep integrations.
Get All Users
Get details of all existing users
List Users
List all users for your account.
List Locations
List All Locations
List Parts
List All Parts
List Assets
List All Assets.
List Custom Fields
List all custom fields.
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Frequently Asked Questions
To start, connect both your Upkeep and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Upkeep triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Upkeep 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 Upkeep 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 Upkeep 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 Upkeep
Upkeep is a leading maintenance management software designed to streamline work orders, manage assets, and improve overall operational efficiency. Ideal for facilities, property, and asset management, Upkeep helps teams stay organized and productive.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
