Connect Visualvisitor and Evoliz to Build Intelligent Automations

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Visualvisitor

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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 Visualvisitor

Do thisActions

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

Get all users

Get all users

Here you will get all user details.

Get a user

Get a user

Here you will get a specific user details.

PlusPerson Search for leads

PlusPerson Search for leads

This is for plus person allows you to search for leads.

PlusPerson Create a bulk leads job

PlusPerson Create a bulk leads job

Create a job to bulk upload leads efficiently in one go.

Create Account

Create Account

Creates a new accounting account in Evoliz for the connected company using the provided code and label.

Create Article

Create Article

Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.

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Frequently Asked Questions

How do I start an integration between Visualvisitor and Evoliz?

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

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

Absolutely. You can customize how Visualvisitor 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 Visualvisitor and Evoliz?

The data sync between Visualvisitor 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 Visualvisitor 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 Visualvisitor and Evoliz?

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

Visualvisitor

About Visualvisitor

VisualVisitor is a powerful lead generation and visitor tracking tool designed to help businesses identify and engage with potential customers visiting their website. It provides insights into visitor behavior, company information, and contact details, enabling businesses to convert anonymous website visitors into actionable leads.

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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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