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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.
Action is the task that follows automatically within your Workzappy integrations.
Create a new task.
Create a new Project.
Create a new phase(sprint) for your project
Create a New tag.
Remove a specific Task.
Enable Organization User.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Workzappy and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Workzappy triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Workzappy 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 Workzappy 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 Workzappy 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.
Workzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
Learn MoreEvoliz is an invoicing and management software designed for small businesses but also their accountants.
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